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Got a bonus in ISOs? 📈💼 ISOs let you buy company stock at a low price, aiming for profits as the stock rises. No taxes on grant or exercise, but selling is key. Hold for 2 years post-grant and 1 year post-exercise for potential long-term capital gains tax. Sell early? It's ordinary income tax. Watch for AMT on the "Bargain Element" when exercising, not selling. Proper timing can significantly cut taxes. Ready to make the most of your ISOs? #StockOptions #ISOs #FinancialPlanning #TaxTips #finlit #financialliteracy #financialfreedom #financialeducation Hoskin Capital is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, we may edit or delete personally identifiable information, scam/fraud messages, and misinformation.

Duration: 131 sPosted : Mon, 25 Mar 2024 22:53:40

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Nate Hoskin, CFP®, AWMA

@networthnate

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Part 2 - What are stock options? They let you buy company stock at a discount - but there's more to know! 📈 💸 #stockoptions #investing101 #salarytips #financialliteracy #moneymatters Follow @networthnate to make money simple 💸 Hoskin Capital, LLC is a registered investment advisor in Denver, Colorado specializing in guiding HENRYs (High Earners, Not Rich Yet) toward financial independence. If you’re earning over $150,000 annually with under $500,000 invested, we’re here to help. Founded by Nate Hoskin—one of the youngest CERTIFIED FINANCIAL PLANNER™ professionals and named among Investopedia’s Top 10 Most Influential Advisors—Hoskin Capital provides transparent, expert investment management and financial planning services. Our CFP® and CPA professionals are committed to overthrowing the outdated, overpriced financial advisory industry by offering financial management for a fixed monthly fee. If you want to work with us, click the link in the bio to learn more!

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Nate Hoskin, CFP®, AWMA

1 months ago

What are stock options? They let you buy company stock at a discount—but there’s more to know! 📈💸 Follow @networthnate to make money simple Hoskin Capital, LLC is a registered investment advisor in Denver, Colorado specializing in guiding HENRYs (High Earners, Not Rich Yet) toward financial independence. If you’re earning over $150,000 annually with under $500,000 invested, we’re here to help. Founded by Nate Hoskin—one of the youngest CERTIFIED FINANCIAL PLANNER™ professionals and named among Investopedia’s Top 10 Most Influential Advisors—Hoskin Capital provides transparent, expert investment management and financial planning services. Our CFP® and CPA professionals are committed to overthrowing the outdated, overpriced financial advisory industry by offering financial management for a fixed monthly fee. If you want to work with us, click the link in the bio to learn more! #StockOptions #Investing101 #SalaryTips #financialliteracy #MoneyMatters

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Nate Hoskin, CFP®, AWMA

1 months ago

5 things I did in my 20s to reach a seven-figure net worth by 26! #financialplanning #financialfreedom #moneymindset #investing Follow @networthnate to make money simple 💸 Hoskin Capital, LLC is a registered investment advisor in Denver, Colorado specializing in guiding HENRYs (High Earners, Not Rich Yet) toward financial independence. If you’re earning over $150,000 annually with under $500,000 invested, we’re here to help. Founded by Nate Hoskin—one of the youngest CERTIFIED FINANCIAL PLANNER™ professionals and named among Investopedia’s Top 10 Most Influential Advisors—Hoskin Capital provides transparent, expert investment management and financial planning services. Our CFP® and CPA professionals are committed to overthrowing the outdated, overpriced financial advisory industry by offering financial management for a fixed monthly fee. If you want to work with us, click the link in the bio to learn more!

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Nate Hoskin, CFP®, AWMA

1 months ago

No credit cards and no car payments? Does this strategy work? #finlit #financialfreedom #financialeducation Follow @networthnate to make money simple 💸 Hoskin Capital, LLC is a registered investment advisor in Denver, Colorado specializing in guiding HENRYs (High Earners, Not Rich Yet) toward financial independence. If you’re earning over $150,000 annually with under $500,000 invested, we’re here to help. Founded by Nate Hoskin—one of the youngest CERTIFIED FINANCIAL PLANNER™ professionals and named among Investopedia’s Top 10 Most Influential Advisors—Hoskin Capital provides transparent, expert investment management and financial planning services. Our CFP® and CPA professionals are committed to overthrowing the outdated, overpriced financial advisory industry by offering financial management for a fixed monthly fee. If you want to work with us, click the link in the bio to learn more!

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Nate Hoskin, CFP®, AWMA

1 months ago

Ready to boost your financial knowledge? 💡 Click the link in my bio to get my FREE email course - A Week to Wealth, for the wealth model and actionable steps to improve your finances! #financialplanning #financialfreedom #financialliteracy #smartinvesting #millionairemindset #financetips Follow @networthnate to make money simple 💸 Hoskin Capital, LLC is a registered investment advisor in Denver, Colorado specializing in guiding HENRYs (High Earners, Not Rich Yet) toward financial independence. If you’re earning over $150,000 annually with under $500,000 invested, we’re here to help. Founded by Nate Hoskin—one of the youngest CERTIFIED FINANCIAL PLANNER™ professionals and named among Investopedia’s Top 10 Most Influential Advisors—Hoskin Capital provides transparent, expert investment management and financial planning services. Our CFP® and CPA professionals are committed to overthrowing the outdated, overpriced financial advisory industry by offering financial management for a fixed monthly fee. If you want to work with us, click the link in the bio to learn more!

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Nate Hoskin, CFP®, AWMA

1 months ago