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 thoughtfully. The hard […]
What are ISOs
Question from our readers: I got my first salary including Incentive Stock Options in my company — and now I’m confused about whether to invest or save.
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?“ What makes […]
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 that offers certain […]
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 things you should […]
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 […]
08/11/2022 By Blaine Thiederman MBA, CFP Founder and Principal Financial Advisor, Progress Wealth Management What are ISOs? If you work in tech, you’ve probably heard of ISOs, NSOs, ESPP, RSUs, and NQSOs. Companies often offer stock as part of your employee compensation package when they offer you a job for a number of reasons but the […]