When Is the Best Time to Exercise Those Stock Options?

Business,Times,Concept,People,Walking,Overlay,With,Time,Clock

We hear about stock options all the time in the news. It seems like anytime a big company is involved in some sort of financial transaction the term “stock options” is thrown around at some point. First off, stock options are an option given to a person, usually an employee, to purchase stock in a company at a fixed or discounted rate.

So perhaps you have been given some stock options and now you’re starting to wonder when you should exercise those options. Before you choose to move forward there are several things to consider.

  • Your company’s plan
  • Your company’s growth
  • Your current financial needs
  • Keeping your portfolio balanced
  • Current market conditions
  • The tax implications

Each of these factors is important and you should weigh each of them when you are considering exercising your stock options. If you would like to learn more about each of these important factors in regards to stock options and when might be the best time for you to exercise them, then click here.

You can also contact us at 1-877-CPA-2006 or click here to contact us online. We can help walk you through all the different aspects of stock options and give you a better idea of when the best time to make the investment might be for your particular situation.

Posted in ,
Sherri Stoneberger

Real Estate 101 | Sherri Stoneberger

  About Sherri Stoneberger Stonberger received her foundation of work ethics. growing up on a family farm in Oklahoma. She attended college at the University of Central Oklahoma, earning a degree in human development, with a physical education minor. After graduation she became a military wife and eventually settled in the Mission, Fremont area where…

Trevor Cornwell

Optimizing Your App | Trevor Cornwell

About Trevor Cornwell Trevor Cornwell, Founder and CEO, appbackr inc., a Palo Alto-based Market Exchange for Apps. Appbackr helps publishers and platforms identify the rights apps to optimize revenue. Appbackr is a winner of the PayPal X Developer Challenge, an OnMobile 100 Company and an AlwaysOn 250 Company. Cornwell’s career has been spent developing and…

Paul Thomas

Intel Chief Economist | Paul Thomas

About Paul Thomas Paul Thomas is chief economist and manager of market sizing and forecasting at Intel Corporation in Santa Clara, Calif. He joined Intel in December, 2004, after working at Continental Airlines in Houston, Texas, from 1997 to 2004 and as chief economist from 2001 to 2004. Paul was senior economist at Douglas Aircraft…

Jake Lipman

Immigration Law | Jake Lipman

About Jake Lipman Jake Lipman has practiced immigration law for over ten years. His practice focuses on employment-based immigration, counseling employers in complex immigration practice and policy concerns. Over the years, he has supported multinational and domestic organizations of all sizes and from every major industry. Jakob has lectured on immigration-related subjects in a variety…