For this particular situation, it’s a big chunk of stock that I consider my “bug out” money. My parents, as a gag, bought me $500 of Apple stock in about 1998. ...
That is fascinating… and you hit on it. I had a job that is, possibly literally, killing me. It pays well, but I’ve hit an age where it just isn’t worth it anym...
Thanks all. In his defense, he did provide me with a chart for capital gains taxes and told me where I should fall - but thought I should talk to my tax prepare...