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.
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Retired at 52 in July 2013. On to better things...
AA: 85/15 WR: 2.7% SI: 2 pensions, SS later
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