Tag Archives | cash exercise

Dan Zajac, philadelphia financial advisor

Exploring the Details of A Cash Exercise of Stock Options

When it’s time to exercise your employer-provided stock options, you generally have one of two options: a cash exercise or a cashless exercise. You may choose a cash exercise in the hope of achieving preferential long-term capital gains treatment on further appreciation of the stock. In addition, you choose a cash exercise in order to […]

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Stock option cash vs. cashless

Cash vs. Cashless Exercise – The Stock Option Conundrum

Evaluating whether to employ a cash or cashless exercise of your stock options can be difficult.  Nothing about the topic is easy, nor is it easy for amateurs to navigate.  This topic falls under financial planning 401, a graduate-level elective for the Financial Planning nerd (ahem…me). If you find yourself holding stock options, then it’s […]

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