Many employers grant stock options to employees, giving them a stake in the success of the company. As such, a large part of wealth today is no longer in owning a business or real estate, but with the accrual of stock options. Most employees, however, do not know what to do with their options and therefore may not optimally capitalize on this significant source of wealth.
We can give you sound advice to determine your optimal option strategy depending on your profile. If your need is diversification, Morgan Keegan can help “flip” your stock and diversify the net proceeds. If your need is estate and gift tax reduction, transferring non-qualified stock options to family members might be an alternative.
Morgan Keegan can assist you with these issues and many others such as:
- Understanding your options
- Developing an option exercise strategy
- Financing of the options
- Addressing diversification needs
- Exploring advanced option planning
