Incentive Stock Options: The Basics & Taxes

Описание к видео Incentive Stock Options: The Basics & Taxes

Incentive Stock Options, or ISOs, can feel pretty complex... because they are.

What does it mean to exercise?
When should you exercise?
When should you sell?
What in the world is this Alternative Minimum Tax (AMT)?!

Like most things, there is no one size fits all answer. If you're in this situation, I would REALLY stress reaching out to a CFP® professional that specializes in stock comp (🙋🏻‍♂️) and/or a tax professional

The goal of this video is to give a visual break down of how ISOs work and how they are taxed in a couple of scenarios.

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#personalfinance #money #stockcompensation

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