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One counter intuitive case where quarterly vest is actually better than monthly: tax harvesting in usa. I am no tax expert, but my read of the IRS rules put re
by SubuSS 7y ago
One counter intuitive case where quarterly vest is actually better than monthly: tax harvesting in usa.
I am no tax expert, but my read of the IRS rules put restrictions around when you can buy or vest the next batch after doing a harvest. This comes in very handy if the company goes through a rough patch.
- junar 7y agoThe main pain is more paperwork, some of the time. It won't have an appreciable effect on your taxes, unless you * Sold X shares are massively underwater, and * Within the same period, vested Y shares, where Y is a large fraction of X