4
Employmer stock benefits and wash sale help
(lemmy.world)
Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. Join our community, read the PF Wiki, and get on top of your finances!
Note: This community is not region centric, so if you are posting anything specific to a certain region, kindly specify that in the title (something like [USA], [EU], [AUS] etc.)
Very helpful! Thanks for the post. If I understand correctly, the long term impact is negligible since the cost basis of newly acquired stock factors in this loss. So eventually when I sell the recent lots years down the road I'll be effectively getting a reduced gains tax (assuming there are gain). I just wasn't sure if wash sale considerations should impact how and when I choose to diversify my portfolio.