Non-Qualified Stock Options
NSOs are the most widely granted type of stock option, available to employees, contractors, and advisors alike. Unlike ISOs, the spread between the exercise price and the stock’s fair market value is taxed as ordinary income at the time you exercise – which means timing matters. A thoughtful NSO exercise strategy, aligned with your income level and broader financial plan, helps you minimize taxes and capture more of the value your options represent. Flip through the articles below to learn how NSOs work and when it makes sense to exercise.