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re: RSU strategies

Posted on 3/7/24 at 2:07 pm to
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 LSUcam7
FL
Member since Sep 2016
7912 posts
Posted on 3/7/24 at 3:07 pm to
Correct.

LTCG (or loss) is only if held for 366 days. If you sell immediately, barring crazy price moves on day 1, you’d have minimal tax impact.
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