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In this episode of "Do More With Your Money", host TJ van Gerven discusses the topic of early exercising incentive stock options (ISOs) and the potential tax implications and trade-offs involved. He explains the concept of alternative minimum tax (AMT) and the importance of understanding the difference between the strike price and the current valuation of the shares. He also discusses the risks and benefits of early exercising ISOs, as well as the option of borrowing money to exercise them. The episode concludes with a reminder to consult with a financial advisor or tax professional before making any investment decisions.
By T.J. van Gerven5
1616 ratings
In this episode of "Do More With Your Money", host TJ van Gerven discusses the topic of early exercising incentive stock options (ISOs) and the potential tax implications and trade-offs involved. He explains the concept of alternative minimum tax (AMT) and the importance of understanding the difference between the strike price and the current valuation of the shares. He also discusses the risks and benefits of early exercising ISOs, as well as the option of borrowing money to exercise them. The episode concludes with a reminder to consult with a financial advisor or tax professional before making any investment decisions.

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