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See your personalized answer in 10 minutes. Stop guessing — model 3 strategies and pick the one that saves the most.
$330K
Documented savings
3-5 Years
Planning horizon
4x/year
Avg plan updates
Maximize AMT-free exercises over a longer horizon. Zero surprise tax bills.
Shares
10K/year
Horizon
5-year plan
AMT Cost
$0 AMT
Net at Exit
$1.15M
Optimal tradeoff between speed and tax efficiency. Most popular strategy.
Shares
15K/year
Horizon
3-year plan
AMT Cost
$15K AMT
Net at Exit
$1.28M
Maximize upside potential by exercising faster. Higher AMT but bigger payoff.
Shares
25K/year
Horizon
2-year plan
AMT Cost
$60K AMT
Net at Exit
$1.35M
Sample data shown. Your plan uses your actual income, grants, and vesting schedule.
Narrower curves = more predictable outcomes
Net Proceeds at Exit
| Strategy | Mean net proceeds at exit (USD) | 1σ spread (USD) |
|---|---|---|
| Conservative | 1150000 | 80000 |
| Balanced | 1280000 | 130000 |
| Aggressive | 1350000 | 200000 |
Exercise 10K shares now or 20K later?
See the exact tax impact of each timing choice with 3 side-by-side strategies.
You paid $45K in AMT. When do you get it back?
Track your AMT credit recovery year-by-year so you know exactly when you break even.
IPO at $30 vs $100 changes everything.
Model your exit at different share prices to see how each strategy performs.
Your complete multi-year exercise roadmap for $49/month.
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or $149/year (save $439)
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For educational purposes only. Consult a licensed tax professional before making financial decisions.