The Mind Money Spectrum Podcast
Graystone Advisor, LLC is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempt from registration.
Investing Forever LLC (d/b/a, Investing Forever Advisory) is a registered investment adviser offering advisory services in the State of Florida and in other jurisdictions where exempted.
The Mind Money Spectrum Podcast
#99. ISO University: Congrats, you're hired! Now follow these steps with your new ISOs.
What should you look for when you first receive an ISO grant?
In this episode, Aaron and Trishul discuss what you should look for when you begin working for a pre-IPO company and receive a grant of Incentive Stock Options. AMT isn't a concern just yet, but your investment risk is significant. Between QSBS and 83b elections, there are a few critical actions you can take right away. But most of the time, a "wait-and-see" approach will work just as well.
Episode References
MMS #33. If you have Incentive Stock Options, you need to listen to this episode.
MMS #21. Why the VIX is useless.
Graystone Advisor - When do I Exercise my Incentive Stock Options?
XYPN: Your Guide to Stock Compensation
Taxes: ISO $100k limits, 83b Election, Rule 3921, AMT Tax
ISO vs NSO for 83b Elections
ISOs and 83b Election
$100k ISO Limitation
83b Election
Podcast Description
Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.
Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.
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