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re: RSU strategies

Posted on 3/7/24 at 1:43 pm to
Posted by Boss
Member since Dec 2007
1212 posts
Posted on 3/7/24 at 1:43 pm to
I wouldn't want the ordinary income hit. I'd rather hold for the LTCG. Depending on your bracket, that could be 15%+ difference.
Posted by benson32
Member since Feb 2014
51 posts
Posted on 3/7/24 at 2:07 pm to
quote:

I wouldn't want the ordinary income hit

You don’t have that choice. You are taxed once they have vested.
Posted by lynxcat
Member since Jan 2008
24205 posts
Posted on 3/7/24 at 4:18 pm to
quote:

I wouldn't want the ordinary income hit. I'd rather hold for the LTCG. Depending on your bracket, that could be 15%+ difference.


Not how this works. It’s ordinary income. No way to avoid it.
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