Is there any advantage to exercising and holding NQSOs?
June 23, 2004
Subject: Excercising stock options
Date: Sun, 2 Nov 2003
I plan to retire at the end of this year and have some non qualified stock options that I haven’t exercised yet. Is there any advantage to exercising and holding the stock versus exercising and selling them?
Date: 28 May 2004
There is no tax advantage in holding the stock. When you keep the stock, you are in the same position as if you had sold them and bought them back.