Asked by Erin  |  Submitted December 19, 2013

What happens to my stock options if I leave the company?

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  Answers  |  2

December 20, 2013

Good morning Erin.Thank you for your question. Once you leave your company, you forfeit any options that you did not vest in. however options that you are vested for are with you for as long as you have them. Remember it might be a good idea to sit down with a Fee based Planner to evaluate the stock and see what are the strike prices and expiration dates are on those options. He/She can help you also analyze your tax consequences of exercising them as well. I hope this helps.
Best of Luck
Sincerely
Michael Mezheritskiy
Founding Partner, Visionary P.W.M.G.

$commenter.renderDisplayableName() | 07.23.17 @ 22:57

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December 20, 2013

Hi Erin, Michael is correct. There are some company plans that force you to exercise your vested options when you leave. You need to get a copy of your company's benefits manual. Like Michael, I encourage you to seek the services of a planner and a tax professional.
Good luck!
Helen Stephens, CFP(R), EA
Aspen Wealth Management

$commenter.renderDisplayableName() | 07.23.17 @ 22:57

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