The Incentive Stock Option (ISO) Tax Game: Are The Savings Really Worth It? w/ Aaron Agte, CFP®

One of the big selling points for incentive stock options is how you can potentially save on taxes if you follow a few rules. Financial planners (myself included) love to talk about it, ISO holders get jazzed about it. But is the reward worth the risk? Aaron returns to the show to discuss the pros & cons. How much savings are we really talking about? When is it OK to just sell? Why exercising & holding can be dangerous When is it OK to exercise & hold? ► Graystone Advisor: https://graystoneadvisor.com ► Java Wealth: https://www.javawealth.com ► Twitter:   / java_wealth   ► LinkedIn:   / javawealth   ► Facebook:   / javawealth   #personalfinance #stockoptions #equitycompensation