Skip to main content
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
Are there any benefits to either approach or would I basically be taxed the same irregardless if I were to sell it all or in chunks?

You are taxed the same long-term cap gains rate whether you sell after 1 year or after 10 years. Stock price (as well as tax laws) can change over the years though, affecting how much you might pay in taxes. The real question is whether you want to pay cap gains on all 500 shares in one year, or spread it out over more years. That all depends on your other finances, whether you like the stock and want to keep some shares, etc., etc.

fatcity
Print the post  

Announcements

Disclaimer:
In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.