Are your Incentive Stock Options (ISOs) building a path to wealth, or are they an accidental tax trap?

In this episode of The Abundance Mindset, Ben and Andrew dive into the high-stakes world of ISOs. They break down the terminology, the tax advantages, and the key strategies used to optimize these grants.

ISOs offer some of the best tax benefits in equity compensation—but only if you understand the rules. From managing the Alternative Minimum Tax (AMT) to navigating the 90-day rule when leaving a company, we cover the essential levers you need to pull.

📌 RESOURCES

Take our 3-minute Equity Comp Quiz & get your free strategy assessment: https://tally.so/r/np92p8

Download our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contact

DISCLAIMER

The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management.

Hosted on Acast. See acast.com/privacy for more information.

As the title suggests, there are a lot of ways to handle stock options. In this episode, we'll break down how stock options work and the real strategies we help clients employ. We also share some of the variables you should weigh as you determine how best to handle your equity compensation. Ready to level up your equity comp plan? Let's dive in.

🎯 RESOURCES FROM THIS EPISODE:

Take our 3-minute Equity Comp Quiz & get your free strategy assessment: https://tally.so/r/np92p8

Download our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contact

Visit our website to request a complimentary consultation: https://www.abundancewm.com

Watch the full episode on YouTube: https://youtu.be/Conv6StOuI0

DISCLAIMER

The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management.

Hosted on Acast. See acast.com/privacy for more information.

Tax Cuts Made Permanent: What the 2025 Bill Means for Roth Conversion Strategies & Ongoing Tax Planning

Last summer, the “One Big Beautiful Bill Act” made the Tax Cuts and Jobs Act federal tax brackets permanent, extending the current rates and removing the expected 2026 increase. Today we discuss how this extension gives planners more runway (not a reason to stop), how it changes the pacing of strategies like Roth conversions, and why tax planning should be updated annually as income, markets, and legislation shift.

📌 RESOURCES

Visit our website to request a complimentary strategy assessment: https://www.abundancewm.com

DISCLAIMER

The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment adviser. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Abundance Wealth Management.

Hosted on Acast. See acast.com/privacy for more information.