Incentive Stock Options

9 Year-End Planning Tips for Your Equity Compensation

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options, Non Qualified Stock Options, Restricted Stock, Wealth Accumulation

You might not give much thought to the equity compensation you receive throughout the year (until you’re forced to take action with it). But even if you do have a...

How Exercising Incentive Stock Options Could Impact Your Cash Flow

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options

Before you do anything with your incentive stock options, you need to get clear on how exercising those ISOs could affect your assets and your cash flow, and what will...

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Six Things to Know About Pre-IPO Incentive Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options, Pre-IPO / Private Stock

The choice of when to exercise your incentive stock options can be a difficult one, with serious implications for financial planning and taxes. When your company is still pre-IPO, that...

7 Things You Should Know About Incentive Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options

Incentive stock options (ISOs) are a form of compensation distributed by a company to their employees. Typically, companies use incentive stock options as a vehicle to retain top employees, reward...

How to Use the Alternative Minimum Tax Credit Effectively in Retirement

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Incentive Stock Options

If you have incentive stock options, you’ve likely heard of — and perhaps already paid — the alternative minimum tax. This is the tax due in the years you exercise...

5 Reasons Why You Might Want a Disqualifying Disposition for Your Incentive Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options

Even though you may pay a higher tax rate by selling your incentive stock options as a disqualifying disposition, you may not want to completely discount the benefits of an...

Why Waiting to Exercise Your Incentive Stock Options May Increase The Alternative Minimum Tax

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Alternative Minimum Tax, Incentive Stock Options

Incentive stock options are unique in that the longer you wait to exercise, the costlier it may be to exercise and hold your shares. That’s not because exercising the incentive...

How and Why to Exercise Your Incentive Stock Options Early in the Calendar Year

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options

Are you considering exercising your incentive stock options (ISOs) this year? Before deciding, it’s important to consider the potential tax implications of when and how to proceed. In terms of...

6 Reasons to Exercise Your Incentive Stock Options When the Price Is Down

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options

No one likes to see a stock they own go down in value. When we buy stock, we hope the price rises so we can earn a profit on our...

4 Taxes to Plan for When You Sell Your Incentive Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options

If you try and look up information to learn more about your incentive stock options, most of what you’ll find addresses what happens when you exercise your options — but...

How and When Are Incentive Stock Options Taxed

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Incentive Stock Options

Incentive stock options are a form of employee compensation that allows you to participate in the appreciating value of a company’s stock price. A type of stock option that comes...

How to Exercise Incentive Stock Options to the AMT Crossover Point

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Alternative Minimum Tax, Incentive Stock Options, Strategies for Maximizing Equity Compensation

Finding the best time and best strategy to exercise incentive stock options is difficult. Competing considerations on income tax, investment planning, and financial planning make it difficult to address the...

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