View Results

Cash Flow

College

Credit & Debit

Home & Mortgage

Taxation

Insurance

Paycheck & Benefits

Qualified Plans

Retirement

Saving

Investment

Auto

Business

Other

Should I Exercise My 'In-The-Money' Stock Options Calculator

Should I exercise my 'in-the-money' stock options?

When your employee stock options become 'in-the-money', where the current price is greater than the strike price, you can choose from 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 decide which choice will likely maximize your after-tax profits.

Stock Option Assumptions

help

Taxation And Investment Assumptions

help
help

Icon of a calculator

Stock Option Calculator Example

Embedded Example of this Stock Option Calculator

Embedded Example of this Stock Option Calculator
Money Help Center

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.