Can I defer taxes by exercising my stock options directly into an IRA?

February 16, 2000

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?


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.

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