top | item 18869830 (no title) defap | 7 years ago Yes for ESPP but no for RSUs, which is what folks are talking about here. Selling RSUs when they vest incurs $0 capital gains. discuss order hn newest jmalicki|7 years ago For an ESPP, the discount you get from the share price is also considered wages not capital gains (in fact shows up on your W-2 !) TomVDB|7 years ago That’s only true for the guaranteed discount on the lock-in price (0-20% depending on the company.)For a stock with lots of appreciation, the real bonus is in the stock price appreciation in the 2 year during which the price is locked in.That part gets taxed at capital gains if you hold the stock long enough.https://www.mystockoptions.com/content/how-long-must-i-hold-...
jmalicki|7 years ago For an ESPP, the discount you get from the share price is also considered wages not capital gains (in fact shows up on your W-2 !) TomVDB|7 years ago That’s only true for the guaranteed discount on the lock-in price (0-20% depending on the company.)For a stock with lots of appreciation, the real bonus is in the stock price appreciation in the 2 year during which the price is locked in.That part gets taxed at capital gains if you hold the stock long enough.https://www.mystockoptions.com/content/how-long-must-i-hold-...
TomVDB|7 years ago That’s only true for the guaranteed discount on the lock-in price (0-20% depending on the company.)For a stock with lots of appreciation, the real bonus is in the stock price appreciation in the 2 year during which the price is locked in.That part gets taxed at capital gains if you hold the stock long enough.https://www.mystockoptions.com/content/how-long-must-i-hold-...
jmalicki|7 years ago
TomVDB|7 years ago
For a stock with lots of appreciation, the real bonus is in the stock price appreciation in the 2 year during which the price is locked in.
That part gets taxed at capital gains if you hold the stock long enough.
https://www.mystockoptions.com/content/how-long-must-i-hold-...