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Incentive Stock Options Explained--2022 Guide

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Oct 25, 2022
11:41

Incentive Stock Options Explained--2022 Guide This video covers everything you need to know about Incentive Stock Options (ISOs). We'll cover all the basics of ISOs, how they're treated when it comes to taxes, and other considerations you need to know if you have ISOs. ✍️ HELPFUL LINKS ✍️ ✦Learn more about Wealthfront 👉 https://bit.ly/3N3VBcC ✦Check out our Equity Guide 👉 https://blog.wealthfront.com/equity-ipo-guide/ 🕒 TIMESTAMPS 🕒 00:00 -- Intro 00:16 -- What are stock options? 01:52 -- ISO key terms 04:44 -- How ISOs are taxed 06:20 -- Alternative Minimum Tax 07:28 -- When to exercise ISOs 10:24 -- ISO other considerations 📝 DISCLOSURE 📝 The information contained in this communication is provided for general informational purposes only, and should not be construed as investment or tax advice. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Wealthfront Advisers and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors to discuss tax-related matters specific to their situation. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser, and brokerage products and services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC. Sources https://blog.wealthfront.com/stock-options-versus-rsu/ https://www.investopedia.com/terms/1/83b-election.asp https://www.wealthfront.com/blog/equity-ipo-guide/exercising-stock-options https://www.nerdwallet.com/article/investing/isos https://www.investopedia.com/articles/stocks/12/introduction-incentive-stock-options.asp https://www.investopedia.com/articles/tax/09/restricted-stock-tax.asp

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