Alabama Adoption of Stock Option Plan of WSFS Financial Corporation
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How to fill out Adoption Of Stock Option Plan Of WSFS Financial Corporation?
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FAQ
WSFS common stock is traded on the NASDAQ stock exchange under the symbol WSFS.
Usually, you have several choices when you exercise your vested stock options: Hold Your Stock Options. Initiate an Exercise-and-Hold Transaction (cash for stock) Initiate an Exercise-and-Sell-to-Cover Transaction.
A transfer of employee stock options out of the employee's estate (i.e., to a family member or to a family trust) offers two main estate planning benefits: first, the employee is able to remove a potentially high growth asset from his or her estate; second, a lifetime transfer may also save estate taxes by removing ...
The transfer of the vested option is treated as a completed gift for gift-tax purposes. In 2023, you can generally give annual gifts of up to $17,000 (married couples $34,000) to each donee. Any gifts that exceed these aggregate annual limits go against the lifetime gift-tax exclusion.
Your stock options give you the right to exercise if and when you want to, but you're never obligated to do so. If you choose to exercise your stock options, you can hold on to your company shares or sell them.