How do I handle un-exorcized non-qualified stock options? I can’t put the value under stocks in the “Regular Savings” tab because when I do exorcize and sell them, they will be taxed as regular income not capital gains and will probably trigger the AMT. I can’t list them as income because I don’t know what year I will exorcize and sell them.
Thanks,
Bernie
Disclaimer: ESPlannerBASIC, ESPlanner, ESPlannerPLUS and ESPlannerPRO, are educational calculators designed to give users input in mapping out financial futures, but should not be acted upon as a complete financial plan. The creators of these programs are not certified, registered, authorized, or any other type of financial planners. These programs are simply tools for helping you think through economic futures. Its "recommendations" should be viewed as informative inputs into your own decision-making with respect to saving and the purchase of life insurance. ESPlannerBASIC, ESPlanner, ESPlannerPLUS and ESPlannerPRO provide neither economic, financial nor tax advice, which can only be delivered to you by authorized professionals.
RSS