Can I swap IRA shares for ISOs?

August 17, 2005

Date:   Thu, 28 Jul 2005
From:   Karen

Hi Mike,

I have a client who would like to swap IRA shares for his ISO swap. Is this possible?



Date:   Mon, 08 Aug 2005

Hello Karen,

No. An ISO is personal to the employee. Technically, the IRA is a separate taxpayer from its “owner”.

Good luck!

Mike Gray

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

Comments are closed.