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Unlocking the Potential of Incentive Stock Options: Risks and Benefits

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Manage episode 407265943 series 3561886
Content provided by TJ van Gerven. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TJ van Gerven or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of "Do More With Your Money", host TJ van Gerven discusses the topic of early exercising incentive stock options (ISOs) and the potential tax implications and trade-offs involved. He explains the concept of alternative minimum tax (AMT) and the importance of understanding the difference between the strike price and the current valuation of the shares. He also discusses the risks and benefits of early exercising ISOs, as well as the option of borrowing money to exercise them. The episode concludes with a reminder to consult with a financial advisor or tax professional before making any investment decisions.

  continue reading

139 episodes

Artwork
iconShare
 
Manage episode 407265943 series 3561886
Content provided by TJ van Gerven. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TJ van Gerven or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of "Do More With Your Money", host TJ van Gerven discusses the topic of early exercising incentive stock options (ISOs) and the potential tax implications and trade-offs involved. He explains the concept of alternative minimum tax (AMT) and the importance of understanding the difference between the strike price and the current valuation of the shares. He also discusses the risks and benefits of early exercising ISOs, as well as the option of borrowing money to exercise them. The episode concludes with a reminder to consult with a financial advisor or tax professional before making any investment decisions.

  continue reading

139 episodes

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