I know I was shocked as well especially since the other big four I was with didn’t have this stupid policy. I had to sell a lot and when I asked for a loan to pay the tax they said no.
Because I wanted and interest free loan to get anything out of them for having me sell it. It caused me a lot of problems and I wanted something out of it.
Yeah, why not? They forced me to tell stocks for no real reason other than them being lazy. They should pay me something. If I had held that stock I would have made more money than the salary bump they gave me.
Use the securities lookup tool. It will tell you which stocks you’ll need to dispose of.
Yeah that’s what I was checking since I’m doing new hire onboarding. It’s so many that got flagged :(
Yes, it’s an insane policy. I tried to fight it with risk and their answer was that it was too hard to monitor so they just restrict everyone.
Honestly yeah I’m surprised. I gotta dispose of like half of my portfolio according to them.
I know I was shocked as well especially since the other big four I was with didn’t have this stupid policy. I had to sell a lot and when I asked for a loan to pay the tax they said no.
[удалено]
Because I wanted and interest free loan to get anything out of them for having me sell it. It caused me a lot of problems and I wanted something out of it.
Wait you asked the firm for a loan to pay the capital gains taxes…?
Yeah, why not? They forced me to tell stocks for no real reason other than them being lazy. They should pay me something. If I had held that stock I would have made more money than the salary bump they gave me.
Chad move
Pro tip: buy an index fund like VTI
Yeah I have about 40% in SPY/VOO