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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.

  • Reddit is Going Public!

    March 8, 2024

    What are you going to do with your Reddit shares?

    Financial Planning, ISOs, NSOs, RSUs
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  • The Advantages of NSOs

    February 5, 2024

    NSO's have many benefits that you can use to your advantage.

    Financial Planning, ISOs, NSOs
    Read More
  • What Happens to Your Stock Options After Leaving Your Company?

    January 8, 2024

    What to do with your options when you leave your company.

    Financial Planning, ISOs, NSOs
    Read More
  • Cash or Cashless Exercise

    January 1, 2024

    How cash and cashless stock option exercises impact you.

    Financial Planning, ISOs, NSOs
    Read More
  • Take Advantage of Your Start-up Shares Ownership

    December 18, 2023

    There are many choices to make with start-up share ownership.

    Entrepreneurship, Financial Planning, ISOs, NSOs
    Read More
  • How to Negotiate Stock Options in a Job Offer

    December 4, 2023

    Learn how to negotiate stock options in a job offer. Understand the difference between ISOs and NSOs, how to split your grant, and what questions to ask before accepting the job.

    Financial Planning, ISOs, NSOs
    Read More
  • A Financial System for Life

    August 14, 2023

    Implementing a financial system is a fantastic way to keep moving forward with your money.

    Financial Planning, ISOs, NSOs, RSUs
    Read More
  • Open Season

    August 7, 2023

    Open Season is an exciting time to make the most of your company shares.

    ESPPs, Financial Planning, ISOs, NSOs, RSUs
    Read More
  • Don’t Know What To Do With Your Start-up Stock Options?

    April 10, 2023

    Start-up stock options can be a fantastic way to build wealth. You will need a strategy to make the most of them.

    Entrepreneurship, Financial Planning, ISOs, NSOs
    Read More
  • Stock Compensation and Taxes

    March 27, 2023

    Stock comp and taxes are complicated!

    Alternative Minimum Tax, Financial Planning, ISOs, NSOs, RSUs
    Read More
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