Do the incentive stock options from your work feel more like a responsibility than a reward? With the right planning, they can be an important investment that helps you reach your financial goals.
Incentive stock options or ISOs are a popular way for employers to compensate their workers and give them a stake in the company. But if you receive them, they can be a burden as well as a reward. You might wonder when to sell them and how to manage the taxes. This webinar will explain how to optimize your decisions based on your life goals, the value of the investment, and the tax implications including Alternative Minimum Tax. Robbie Schoonmaker, a Certified Financial Planning professional with over twenty years of experience, will present. Anyone who receives stock options from their employer can benefit from this informative event