Incentive Stock Options Archives - Page 4 of 9

How to Sell Incentive Stock Options to Accelerate Alternative Minimum Tax Credits

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

If you have incentive stock options, you may be familiar with the alternative minimum tax (AMT), and potentially the alternative minimum tax credit. The alternative minimum tax is a complicating...

Why an Early Exercise of Your Incentive Stock Options Might Be Your Best Bet

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

If you have incentive stock options but haven’t made a plan for them beyond “I’ll figure it out later,” you may want to consider the alternatives, and the alternatives are...

The Basics of Incentive Stock Options

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

There are two types of employee stock options: incentive stock options, or ISOs, and non-qualified stock options, or NQSOs. Generally speaking, incentive stock options are the more complicated of the...

4 Strategies for Exercising Your Incentive Stock Options and the Tax Impacts of Each

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

Incentive stock options may be offered as part of an employee compensation package. In a best-case scenario, these options can offer an invaluable benefit to you as an employee. You...

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3 Employee Stock Option Exercise Strategies You Need to Know

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

Receiving employee stock options from your employer is great, as it indicates that your company sincerely values you. They want to keep you, and keep you happy! Furthermore, stock options...