There's no state income tax on the shares or future gains from that money. I wasn't sure if that would make a big difference or not - sounds like it may.
Yes I own shares (not options) in the business that was acquired. We had the option of taking shares in the new company or cash, and cash seemed like the best bet. Since I owned the shares for more than a year, I only pay 15% in long term capital gains, which is nice. I'm not sure I would...
Hi guys, thanks for the advice so far. I spent a lot of time reading the Bogleheads forum. It seems like - since I will be investing > $100k - ETFs may be the way to go. So some kind of diversified ETF portfolio, with a bit larger % in equities since I'm younger and don't need the money for...
Hello all -
I have lurked on this forum for awhile but never had any assets to invest until now. I was fortunate to be a very early employee at a software company that was just acquired. I will receive cash for my shares some time next week. Despite my lurking, I am really not sure how to...