OptionsAhoy Equity Planner

• ISO exercise and AMT optimizer amt_iso_optimize

  Optimize a multi-year incentive stock option (ISO) exercise schedule under the alternative minimum tax (AMT).

  iso amt exercise-timing equity-compensation tax
  1 example

  • When and how many of my 20,000 incentive stock options should I exercise over 4 years to minimize alternative minimum tax?
• NSO exercise tax nso_calculate

  Compute the tax and after-tax proceeds of exercising non-qualified stock options (NSOs) and holding versus selling.

  nso non-qualified-stock-options tax
  1 example

  • How much tax will I owe if I exercise 5,000 non-qualified stock options, and should I sell at exercise or hold?
• RSU sell-versus-hold rsu_sell_vs_hold

  Compare selling vested restricted stock units (RSUs) at vest against holding them, on an after-tax, risk-adjusted basis.

  rsu vesting capital-gains
  1 example

  • My restricted stock units just vested. Should I sell now or hold for long-term capital gains?
• Single-stock concentration analysis concentration_analyze

  Analyze a concentrated single-stock position and the after-tax cost of diversifying it.

  concentration single-stock-risk hedging
  1 example

  • Eighty percent of my net worth is in one company's stock. How much should I sell down?
• Protective put, collar, and put spread pricing protective_put_price

  Price a protective put, a zero-cost collar, and a put spread for a stock position at a given downside protection level and tenor.

  hedging protective-put zero-cost-collar put-spread options-pricing
  1 example

  • What would a protective put, a zero-cost collar, or a put spread on my 10,000 shares cost?
• QSBS Section 1202 check qsbs_check

  Check qualified small business stock (QSBS) eligibility and the resulting federal and state capital-gains exclusion.

  qsbs section-1202 tax-exclusion
  1 example

  • Do my shares qualify for the Section 1202 qualified small business stock exclusion?
• Fund a cash goal from equity equity_funding_plan

  Plan which equity lots to sell, and when, to fund a cash goal by a target date with the least after-tax cost.

  equity-funding liquidity planning
  1 example

  • I need 200,000 dollars after tax for a down payment in 2 years. What should I sell and when?
• Pick which RSU lots to sell first rsu_lot_optimize

  Choose which vested RSU lots to sell, and in which years, to divest a target share fraction at the lowest computed tax, versus a first-in-first-out sell order.

  rsu-lot-order diversification planning
  1 example

  • I want to sell down half my company stock over 2 years. Which of my vested lots should I sell, and when?

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