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Retirement Planning
Chapter 12: Deferred Compensation & Equity Compensation/NONQUALIFIED STOCK OPTION (NQSO)
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 12: Deferred Compensation & Equity Compensation

NONQUALIFIED STOCK OPTION (NQSO)

01.Core Concepts

• Option that does not meet requirements of an ISO • Ties an employee benefit to the performance of the company stock • Exercise does not receive favorable tax treatment • No statutory holding period requirements • Employer may place holding period requirements on the stock