Recommend Our Site to Your Friends!

Print This Page

Date:   Sun, 16 Jan 2000
From:   Bill

I have a tax question. Is it possible to EXERCISE your ISO or NQSO directly into an IRA and thereby defer the tax?

Answer

Date:   19 Jan 2000

Hello Bill,

No, you can't defer your tax by putting the stock into an IRA.

Good luck!

Mike Gray

For more information about incentive stock options, request our free report, Incentive Stock Options - Executive Tax and Financial Planning Strategies.

IRS Circular 230 Disclosure: As required by U.S. Treasury Regulations, you are hereby advised that any written tax advice contained in this answer was not written or intended to be used (and cannot be used) by any taxpayer for the purpose of avoiding penalties that may be imposed under the U.S. Internal Revenue Code.