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Old 01-27-2024, 09:19 AM   #10
Holladay Holladay is offline
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Join Date: Sep 2000
Casino cash: $69480
Quote:
small inherent risk in purchasing the stock of the company you work for
Understood. She is going 5% 401k, 5% stock purchase. She went with the non 423 thus is like a regular acct with no tax shelter. I think she will change that to the qualified version.

Quote:
Do they put a cap/time span on selling?
When I read the 25 page legalize document, it seems to be at least a year to sell. Seems about right, thus incurring only LT cap gains. Guessing some sort of penalty if sold before one year.
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