(Total Views: 409)
Posted On: 04/03/2020 12:04:50 PM
Post# of 154001
I am aware that you have to hold for one year after exercise to get long term capital gains. (In a taxable account)
If you think any buyout occurs less that a year from now then no need to exercise since your gains will be short term anyway
If you think we will be independent year from now then you can exercise but hold for a year before selling. Realize that you tie up your 75 cents for a while if you choose this option.
Much of the taxable decision should be based on if/when you would expect a buyout.
If you have it in a retirement account, exercise right before you plan to sell because there is no short term or long term gain considerations
All IMO - I am not an accountant
If you think any buyout occurs less that a year from now then no need to exercise since your gains will be short term anyway
If you think we will be independent year from now then you can exercise but hold for a year before selling. Realize that you tie up your 75 cents for a while if you choose this option.
Much of the taxable decision should be based on if/when you would expect a buyout.
If you have it in a retirement account, exercise right before you plan to sell because there is no short term or long term gain considerations
All IMO - I am not an accountant
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