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Strategies & Market Trends : Income Taxes and Record Keeping ( tax )
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To: Colin Cody who wrote (1604)12/14/1998 1:05:00 PM
From: Rob LeVine  Read Replies (2) of 5810
 
Comments on non-qualified stock options?

Here's my situation: I have non-qualified stock options from my employer. Let's assume that if I were to excerise/sell some of them my wife and I would be in the 36% tax bracket. OK, my brilliant idea is to actually BUY some of the vested options and hold for a year, thus saving 16% in taxes. Obviously this makes the assumption that the value of the stock will at least stay the same or increase in the next 12 months (your guess is as good as mine as to whether that's true). Also, I do realize that the money I use for buying could've been making money somewhere else.

Also, what do you think of actually BORROWING the money for the purchase in the form of a margin or home equity loan?

Good idea? Bad idea? Random comments appreciated.

- Rob
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