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idunno246 | 3 years ago

yea, this tracks for mixing up rsu/espp. youre close enough, but espp are super confusing. the 15% discount is always income tax, even if you sell them years later. most plans do a 'lower of price between now and the beginning of the offering period.' this is called the bargain element, and that's the part that has tax advantages(qualified disposition) for holding 2 years from the start of the offering period(so usually another 18 months since most offering periods are 6 months)

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