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Taxes

Should I Exercise My "In-The-Money" Stock Options?

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When your employee stock options are "in-the-money" (that is, the stock price is greater than your grant price), you can choose one of three basic sell strategies: Exercise your options, then hold the stock for sale at a later date (exercise and hold); hold your options and exercise them later (defer exercise); or exercise your options and immediately sell the stock (exercise and sell). This calculator will help you compare potential consequences of each choice.

Stock Option AssumptionsInput
(0-20)
$
$
(0-12)%
$
Taxation And Investment AssumptionsInput
(0-12)%
(0-50)%
(0-50)%
Alternatives (Net Future Value)
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This calculator is provided by Financial Calculators, Inc., and is intended solely for general information and educational purposes. You should not take any action on the basis of the information provided through this calculator. Please see the disclaimer for further information and limitations.

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