Reddit reviews Consider Your Options: Get the Most from Your Equity Compensation
We found 3 Reddit comments about Consider Your Options: Get the Most from Your Equity Compensation. Here are the top ones, ranked by their Reddit score.
another article from nytimes
book on it as well
I recommend this book:
https://www.amazon.com/Consider-Your-Options-Equity-Compensation/dp/1938797027?keywords=consider+your+options&qid=1537799205&sr=8-1&ref=sr_1_1
Short answer: there is a possible tax savings if you exercise and hold for the required period because the gain will be treated as capital gains instead of ordinary income. But there's also a risk, because you owe AMT on paper gains if you don't make a "disqualifying disposition" by the end of the calendar year.
We would recommend reading the Windfalls wiki page (it applies to large amounts of wealth in general, not just windfalls), following that advice, and educating yourself about investing using the resources linked in that article.
This book is often frequently recommended as well:
https://www.amazon.com/Consider-Your-Options-Equity-Compensation/dp/1938797027/