Key Points If you’re an employee at a startup, you may be offered stock options as part of your compensation package. These stock options can be a valuable source of income, but only if you understand how they work and when to exercise them. One strategy for maximizing the potential profits from your stock options […]
What are ISOs
The Simplified Guide to Incentive Stock Options
The Simplified Guide to Incentive Stock Options
Key Points Introduction ISOs (Incentive Stock Options) are one of the many types of stock options and equity compensation available for employers to use to compensate and retain their employees. Internal revenue code makes these preferred by most people over other types of equity compensation because of the potential for preferential tax treatment when used […]
Incentive Stock Options: Invest or Save First Salary? Reader’s Question
Incentive Stock Options: Invest or Save First Salary? Reader’s Question
Key Points Introduction When you first start working, it can be confusing to know what to do with your money. Should you invest it? Save it in your bank account? Spend it? If you’re like most people, you probably have a mix of all three. You may also be asking “What are Incentive Stock Options?“ […]
Top 3 things to know before a Cashless Exercise of Incentive Stock Options
Top 3 things to know before a Cashless Exercise of Incentive Stock Options
Key Points Introduction If you’re like most people, you probably don’t know a lot about exercising your incentive stock options (ISOs). Here are three things you need to know before you do a cashless exercise of your ISOs. What are Incentive Stock Options (ISOs)? Incentive stock options (ISOs) are a type of employee stock option […]
Top 3 Tips For Finding The Right Financial Advisor in Denver, Colorado
Top 3 Tips For Finding The Right Financial Advisor in Denver, Colorado
Key Points Introduction There are many financial advisors in Denver, Colorado, however, not all of them are created equal. When you start your search for a financial advisor, it’s important to know what to look out for so that you can find the right fit for your needs. In this article, we’ll go over the […]
ISOs Vs. NSOs: What’s The Difference?
ISOs Vs. NSOs: What’s The Difference?
By Blaine Thiederman MBA, CFP Date: 08/18/2022 Disclosure: Before reading this, don’t see this as anything more than financial education. This is not a recommendation of any strategy and before you take action on your ISOs, consult a tax professional or a financial planner that is your financial planner. We are not your financial planner […]