DiscoverYour Trusted Advisor with Tan Phan, MSFP, CFP®What You Need To Know About Incentive Stock Options (ISOs)
What You Need To Know About Incentive Stock Options (ISOs)

What You Need To Know About Incentive Stock Options (ISOs)

Update: 2021-06-18
Share

Description

Please visit my website for the full video transcript: https://tanphan.com/blog
Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan

TAN Wealth Management

Overview:
- What are incentive stock options
- Vesting schedule
- What are granting, exercising, and selling ISOs
- How are ISOs taxed
- Alternative minimum tax
- The big mistake
- What you should know about ISOs
- The risk with ISOs
- Form 3921
- Next steps
Comments 
loading
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

What You Need To Know About Incentive Stock Options (ISOs)

What You Need To Know About Incentive Stock Options (ISOs)

Tan Phan, MSFP, CFP®