Re: Help me allocate
Let's assume I can save 15% without crimping my lifestyle. 20% if I was desperate but I am not. I have many many years until retirement.
The Employee Purchase plan is after tax, and I also pay taxes on the 15% gap that the company covers. After that, it is taxed as any normal stock holding for dividends and capital gains. I do not think it is possible to transfer the shares into some kind of tax advataged account but I never thought of looking into it.
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