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Investments > Financial Planning > Re: Employee St...
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Re: Employee Stock Purchase Plan?

by Augustine <evandro@[EMAIL PROTECTED] > Apr 19, 2008 at 06:15 AM

On Apr 18, 2:39 pm, Tad Borek <bore...@[EMAIL PROTECTED]
> wrote:
>
> There can be a tax
> incentive to holding longer, if you're not familiar with all the rules I
> think fairmark.com covers it somewhere.

Yes, but IMHO 1 year from the purchase or 2 years from the beginning
of the offering period is way too long a time to half the tax due, all
the while exposing the 15% discount to market volatility.  So the
question is: take 10% net now or wait to take 12% net, if one's lucky.

In my case, I use it to pay car and homeowner's insurance and property
taxes, so I cannot afford the risk, when selling immediately makes
more sense.  If I've got some months until such bills, I just put the
money in a CD with the proper time-period and make even more profit on
it.

--------------------------------------
Misc.invest.financial-plan is a moderated newsgroup where Moderators
strive
to keep the conversations on-topic for financial planning. Other posting
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which we respond.  For all of the other tips and suggestions, see "FROM
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MODERATORS: Posting to misc.invest.financial-plan", a weekly post now on
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 15 Posts in Topic:
Employee Stock Purchase Plan?
Bill Woessner <woessne  2008-04-08 09:53:04 
Re: Employee Stock Purchase Plan?
BreadWithSpam@[EMAIL PROT  2008-04-08 10:15:12 
Re: Employee Stock Purchase Plan?
Ernie Klein <ecklein@[  2008-04-08 10:37:39 
Re: Employee Stock Purchase Plan?
Sandra Loosemore <nore  2008-04-08 13:43:27 
Re: Employee Stock Purchase Plan?
Augustine <evandro@[EM  2008-04-08 15:23:35 
Re: Employee Stock Purchase Plan?
jIM <noreplysoccer@[EM  2008-04-08 15:23:57 
Re: Employee Stock Purchase Plan?
"Elizabeth Richardso  2008-04-08 18:16:20 
Re: Employee Stock Purchase Plan?
Will Trice <wtrice@[EM  2008-04-09 18:57:36 
Re: Employee Stock Purchase Plan?
Will Trice <wtrice@[EM  2008-04-09 19:05:01 
Re: Employee Stock Purchase Plan?
Sandra Loosemore <nore  2008-04-09 23:27:48 
Re: Employee Stock Purchase Plan?
"rick++" <ri  2008-04-08 15:52:41 
Re: Employee Stock Purchase Plan?
joetaxpayer <joetaxpay  2008-04-08 16:33:09 
Re: Employee Stock Purchase Plan?
westwood1308-google@[EMAI  2008-04-09 07:12:58 
Re: Employee Stock Purchase Plan?
Tad Borek <borekfm@[EM  2008-04-18 14:39:02 
Re: Employee Stock Purchase Plan?
Augustine <evandro@[EM  2008-04-19 06:15:50 

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tan12V112 Sun Jul 20 4:37:37 CDT 2008.