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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.

  • The Cost of Going it Alone with Your Equity Compensation

    September 9, 2024

    Tech employees lose tens of thousands in avoidable taxes every year managing stock options and RSUs without expert help. Here's what DIY equity compensation planning actually costs – and what working with a fee-only specialist looks like.

    83(b) Election, Financial Planning, ISOs, NSOs, RSAs, RSUs
    Read More
  • Equity Upon Leaving

    August 19, 2024

    In the third part of our series, we go deep on the different types of equity.

    Financial Planning, ISOs, NSOs, RSUs
    Read More
  • NSO Mistakes

    June 24, 2024

    When should you exercise NSOs?

    Financial Planning, NSOs
    Read More
  • RSUS and NSOs – An Important Decision

    June 17, 2024

    The decision between RSUs and NSOs is delicate.

    Financial Planning, NSOs, RSUs
    Read More
  • Estimated Taxes Are Complicated

    May 27, 2024

    Estimated taxes are very complex. Here's some info to demystify them.

    Financial Planning, ISOs, NSOs, RSUs
    Read More
  • Reddit is Going Public!

    March 8, 2024

    What are you going to do with your Reddit shares?

    Financial Planning, ISOs, NSOs, RSUs
    Read More
  • 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
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