Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated history of working in both institutional and retail environments, from broker-dealers to ...

Options buyers can use their call and put options as a means of buying and selling shares Although we know (perhaps better than most) that there are many uses of stock options, we tend to focus quite ...

With equity markets near all-time highs and the IPO market starting to thaw, many executives are wrestling with a tough question: When to exercise their stock options? It’s far from an easy decision.

Receiving $500,000 in stock options sounds like winning. Exercising them without a plan can feel like handing a large portion back to the IRS before you ever see a dollar. The difference between a ...

Who can be assigned and when assignment risk is highest Last week we talked about how and when to exercise options, and to explore the category further, this week we are looking at the flip side of ...

Stock options issued by US-based startups typically allow the optionee to exercise the option within three months (or shorter) after a termination of employment not involving death or disability.