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Index > Index - Pg. 90

Index benefits of stock options, 1 Employer Retirement Income Security Act of 1974 (ERISA), 64 employers benefits of stock options, 1 employment and termination, 77, 78 equity, 1, 2 equity compensation, 1, 2 ERISA (Employer Retirement Income Security Act of 1974), 64 ESOPs (employee stock ownership plans), 5 ESOPs (Employee Stock Ownership Plans), 63 as an investment, 66 goals, 63, 64 how the plan works, 64 stock or cash payouts, 65 vesting, 64, 65 private companies, 57 qualifying the plan Employer Retirement Income Security Act of 1974 (ERISA), 64 taxes, 65, 66 dividends, 66 timing, 66, 67 ESPPs (employee stock purchase plans), 4 ESPPs (Employee Stock Purchase Plans), 59 as an investment, 61, 62 frequently asked questions and answers, 78, 79 how the ESPP Plan works, 59, 60 ISO comparisons, 59 private companies, 57 taxes, 60, 61 estate planning frequently asked questions and answers, 82 exercise price, 14, 22, 23 exercising stock options, 3, 32 cashless transactions, 39, 40 taxes, 40 deciding which option to exercise, 38, 39 frequently asked questions and answers, 79, 80 NSOs taxes, 47, 48 when to exercise NSO options, 49 paying for the stock, 39 withholding taxes, 39 process, 37, 38 trading in stock, 40 taxes, 40 when to exercise and sell the stock, 32, 33 when to exercise the options and hold the stock, 34 when to hold onto the options, 35 expenses minimizing, 14 90 G goals, 1, 2 going public, 51 gradual vesting, 64, 65 grants, 14 grants (stock), 5 H holding periods ISOs (incentive stock options), 22 important dates, 22 I immediately vested options, 19 importance compensation, 6, 7 motivation, 7 in the money , 14 incentive, 4 incentive stock options (ISOs), 21 advantages, 23, 24 Alternative Minimum Tax (AMT), 25, 26, 45, 46 disqualifying disposition, 24, 25 exercise price, 22, 23 holding periods, 22 important dates, 22 restrictions and conditions, 23 rules, 21 tax consequences, 24 taxes, 50 Incentive Stock Options (ISOs) ESPP comparisons, 59 income (taxable), 43 independent contractors, 74 Initial Public Offerings (IPOs), 51, 52 Securities Exchange Commission (SEC), 52 taxes, 53, 54 underwriters, 53 insider trading frequently asked questions and answers, 80, 81 interest, 12, 13 intrinsic value, 15 investing terms and concepts, 11, 12, 13 diversification, 13 minimizing expenses, 14 stock shares, 11, 12 investment decisions, 8 alternative number four, 10 alternative number one, 8 alternative number three, 9 alternative number two, 8, 9 IPOs (Initial Public Offerings), 51, 52 Securities Exchange Commission (SEC), 52 taxes, 53, 54 underwriters, 53 ISOs Alternative Minimum Tax (AMT), 45, 46 ISOs (incentive stock options), 4, 21 advantages, 23, 24 Alternative Minimum Tax (AMT), 25, 26, 45, 46 disqualifying disposition, 24, 25 exercise price, 22, 23 holding periods, 22 important dates, 22 F frequently asked questions and answers, 77 company buyouts, 83 disability, 82, 83 employment and termination, 77, 78 ESPPs, 78, 79 estate planning, 82 exercising stock options, 79, 80 insider trading, 80, 81 selling stocks, 84, 85 vesting issues, 83, 84