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Additional info for 10 Minute Guide To Employee Stock Option Purchase Plans
For example: [*] Before fees You hold the stock for two years and sell it for $55. Your tax liabilities are: first, ordinary income tax on the $1,000 difference between the grant price and the market price on the day you exercise the options and buy the stock; second, you may owe long-term capital gains tax on the spread between your basis and the market price: [*] Before fees Your basis in this case is the $35 grant price you paid for the stock plus the income you reported ($10 per share). This means the next tax issue starts at $45 per share rather than $35 per share.
An individual with a high salary might wait until the tax year after retirement to exercise the options and sell the stock. This would shift the income out of the tax year she was drawing a high salary and into a tax year with a much lower income after retirement. There are also good reasons for not holding on to your options. Here are some: • You have little confidence in the company. If you believe the company is on shaky ground, it may make sense to take a profit now rather than risk the stock dropping and making your options worthless.
You receive what is left. If this alternative is available to you, it is well worth the fees involved in most cases. This form of exercise prevents wild fluctuations in the stock price that may occur from the time you exercise until you can sell by conventional means. Tip If your company doesn't offer a cashless exercise, ask it to consider adding it as a benefit. Not all companies make this alternative available. Check your option agreement for details and availability. This alternative only works with vested nonstatutory stock options.