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Message
re: Advice wanted on employee stock ownership plan
Posted on 4/9/14 at 9:45 pm to Brummy
Posted on 4/9/14 at 9:45 pm to Brummy
Buy the most you possibly can, it is a free 15% discount. Every six months or so sell whatever qualifies for long term capital gains tax, you are correct that you don't want too much riding on your employer.
I do this and the extra money goes a long way to maxing my Roth every year.
I do this and the extra money goes a long way to maxing my Roth every year.
1
Posted on 4/9/14 at 9:56 pm to foshizzle
Shizz, can you elaborate a bit on this part, please
I get the 15% discount as well and am taking full advantage. I just want to be sure I'm considering strategies like what you're talking about. TIA
quote:
Every six months or so sell whatever qualifies for long term capital gains tax
I get the 15% discount as well and am taking full advantage. I just want to be sure I'm considering strategies like what you're talking about. TIA
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