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Old 09-30-2014, 01:05 PM   #21
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Cobra9777's Avatar
Join Date: Jul 2012
Location: Texas
Posts: 804
I left Megacorp with a decent amount of vested stock options. These generate both income tax and payroll tax when I exercise and sell. Not fun, but fairly easy to plan for. I'm liquidating them slowly to stay in a reasonable tax bracket. But it's going to be 2016 before I get my first taste of 0% on CGs and QDs. I'm very much looking forward to that.

Retired at 52 in July 2013. On to better things...

AA: 45% stock, 35% bonds, 15% real estate, 5% cash
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