Category: ISO

How and When Are Incentive Stock Options Taxed

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 with potentially complicated tax scenarios. Similar to non-qualified stock options,...

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

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 many. One of the many strategies that you may consider is to exercise some or all of your incentive stock options early. How early depends on many factors, but earlier than a faced expiration date.

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Dive Deeper

Whether you’re just getting started or expanding your knowledge, here are some resources to get you started.

Hi, I'm Daniel Zajac, CFP®, EA

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I write about equity compensation and employee stock options in a way that is easy to understand.