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(@hines202)
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Joined: 3 years ago
Posts: 331
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Hello Pralaners 🙂

Putting this here more for a search hit than anything else, since I didn't find a lot on the topic in the forums so far.

If you have stock options from your company, make sure you fully understand how they work before you enter them into your plan in Pralana. Make sure you know whether they're qualified or non-qualified, and all the nuances around the vesting, exercise options, tax treatment, and so forth. Certainly make sure before you actually make any decisions around using them!

I've seen some client errors in this space lately, so posting the caveat here. Not surprising, as these can be complicated in their many permutations and every company has their own rules/policies (which can change over time as well).


   
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