Exercising Stock Options
 
 
Before executives exercise their stock options, they should weigh the two considerations that drive their overall plan. First are investment considerations, such as potential concentration of a single position and how this stock might fit in their overall asset allocation. Second are tax considerations, including potential ways to manage the impact of the alternative minimum tax (AMT), and reduce the overall tax cost.

To help executives maximize the benefits stock options can offer, Baird uses sophisticated software planning tools to analyze your exercise strategies. We consider all the variables affecting your situation and create stock-exercise scenarios. We review these scenarios to provide you with the best recommendations for managing your taxes and liquidity requirements, and realizing your investment portfolio goals.

Depending on your stock-option plan provisions, Baird facilitates a variety of exercise methods, including:
  • Cashless exercise
  • Partial sales exercise and hold
  • Stock swaps
Let your Baird Financial Advisor help you manage your stock options as part of a comprehensive investment plan.
 
Contact a Baird Financial Advisor
 
 
 
Related Information
 
Your Financial Goals
 
Deferred Compensation
 
Concentrated Equity Strategies
 
 
 
 
 
 
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