Im coming up a year of having stock from ESPP. Is this upcoming period the best time of the year to sell some of it? Im trying to figure out the tax implications of it all. i was told selling mid year in may would tax me more. Any advice/insight would be helpful!
Check concierge for breakdown of tax implications more than likely will need to hold 2 years for long term cap gains
Usually you need to hold for 2 years for it to be considered qualified- not taxed as income but as investment gain. Check with company that is holding the stock.