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ESPP selling before 2 years
Are there any scenarios where it may be better (tax-advantaged) to sell espp stocks between 1-2 years (1 year after purchase and before 2 years after the offering date)? I know most people either sell immediately, or hold on to them for 2+ years to get tax breaks, but if the market goes down over the offering period (where the offering period start price is higher than the purchase date price), is it better to sell before hitting 2 years after offering date?
‎February 7, 2024
10:26 AM