Happy V+1 day. The quarterly vest for my Meta RSU’s is February 15th. But if you were to logged into your account yesterday you might wonder where your shares are! That is because you will only actually see the shares land in your account on your vest day + 1 business day, hence the
Hi Andre, thanks again for a high quality post with timely reminder to sell my newly vested Meta shares. So I was looking at Schwab right now and using the specified lots feature to sell the vested shares from yesterday, and I dont see the latest lot from yesterday. I only see the lots from previous vests. It also says in info that 'Note that lots established today are not eligible for assignment'. So I usually sell the next day when this new lot becomes available. Curious how you are able to sell your shares today itself?
Thanks once again for the high-quality content you have been generating! Regarding sales triggering wash sales: am I correct in assuming that in most cases we will be doing tax harvesting loss sales at the end of the year so February vest sales triggering wash sales is typically not a big concern?
Thanks a lot for the clarification. That's just another reason, I should just go ahead and sell everything at Schwab. And if I do wanna hold a small portion of Meta shares, I should probably use another brokerage for that.
Hi Andre, thanks again for a high quality post with timely reminder to sell my newly vested Meta shares. So I was looking at Schwab right now and using the specified lots feature to sell the vested shares from yesterday, and I dont see the latest lot from yesterday. I only see the lots from previous vests. It also says in info that 'Note that lots established today are not eligible for assignment'. So I usually sell the next day when this new lot becomes available. Curious how you are able to sell your shares today itself?
Thanks once again for the high-quality content you have been generating! Regarding sales triggering wash sales: am I correct in assuming that in most cases we will be doing tax harvesting loss sales at the end of the year so February vest sales triggering wash sales is typically not a big concern?
Thanks a lot for the clarification. That's just another reason, I should just go ahead and sell everything at Schwab. And if I do wanna hold a small portion of Meta shares, I should probably use another brokerage for that.
hey, can you help list which low cost index funds are you investing? (e.g. is it VOO ?)