When should I exercise my stock options?

Lesson in Course: FAQ (beginner, 15min)

A three step guide to exercising and taxes for ISOs and NSOs.

Every stock option plan allows you to exercise your right to buy shares in the startup. Timing when you exercise can result in very different tax outcomes.

Let's start by reviewing the risks to exercise.

1. Exercising our right to buy shares

Now that I know the basics about stock options. What do I need to know before exercising?

Start here
2. ISO exercise and sales tax

We're thinking about exercising and selling our ISOs. What should we expect around taxes?

ISO timing and tax
3. NSO exercise and sales tax

We want to exercise and sell our non-qualified stock options. What should we expect for taxes?

NSO timing and tax