Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life.

#109. A beginner's guide to the Alternative Minimum Tax. The Mind Money Spectrum Podcast

Need to know about AMT preference items, add backs, and exclusions? And how do AMT credits work?In this episode, Trishul convinces Aaron to wade deep into AMT. They discuss Alternative Minimum Tax preference items, exemptions, adjustments, and exclusions. Aaron provides an example of how the AMT exemption matters when exercising ISOs and why you may not get all of your AMT credit back in future years. Without a doubt, AMT is a complex beast. But with luck, this episode will turn a few unknown unknowns into known unknowns.Episode ReferencesGraystone Advisor: Exercise your ISOs in JanuaryAMT adjustmentsHow to calculate AMTWho benefited from TCJA?AMT income treshhold and exemption amountsThe Balance: What is AMT?Private Activity BondPodcast DescriptionWelcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.
  1. #109. A beginner's guide to the Alternative Minimum Tax.
  2. #108 What should you do about inflation? The answer will surprise you.
  3. #107. It's a new year! So now what?
  4. #106. Retirement planning around longevity: what you need to consider.
  5. #105. Which life lessons matter the most to your long-term success?
  6. #104. 2nd year retrospective: Our favorite episodes and what you listened to most.
  7. #103. Don't miss out on big savings during Open Enrollment Season.
  8. #102. Your guide to navigating the equity compensation jungle (inc. ISOs, NSOs, RSUs, & ESPPs).
  9. #101. ISO University: It's IPO Time! So now what do you do with your ISOs?
  10. #100. ISO University: Your guide to navigating ISOs in a pre-IPO company.

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