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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.

  • 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
  • Avoid These 3 Tax Mistakes with RSUs, Stock Options, and ESPPs

    February 20, 2023

    Here are three common tax mistakes you can avoid with stock ownership.

    Alternative Minimum Tax, ESPPs, Financial Planning, ISOs, NSOs, RSUs
    Read More
  • Have You Been Laid Off? Here’s What To Do With Your Stock Options

    October 31, 2022

    If you've been laid off, here's what to do with your stock options so you avoid a costly mistake...

    Financial Planning, ISOs, NSOs
    Read More
  • Do You Want To Get Intimate?

    October 17, 2022

    Sharing intimate and personal financial details is a vulnerable experience that will help you live a much better life...

    Financial Planning, ISOs, NSOs, RSUs
    Read More
  • How Much Is Your Equity Compensation Worth?

    October 10, 2022

    You are worth it! You deserve to be compensated for the value you bring to the company.

    Financial Planning, ISOs, NSOs, RSUs
    Read More
  • NSOs Explained

    October 3, 2022

    NSOs are tricky and confusing because there are so many variables. What strategy is right for you?

    Financial Planning, NSOs
    Read More
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