Mcfish, you may know better than I if you researched longer, but isn't the tax situation is a lot different if say the stock price climbs to say $40 and you cash out for a lump sum of, call it $2 million.
The taxable income impact is closer to %40 percent on that realized income.
Verses the idea of selling up to $500K per annual year as profit unit all stock is sold. (assuming you sold all of it over a few years).
I think the cap tax is up to %20 in the US now for realized income over $400K. And higher still for income over a $1million. And congress is trying to steal even more of the capital gains with new bills being introduced.
No tax advisor but just my opinion. I would go for the incremental sales. One should dollar cost avg into a sold company and do the same trying to get out of that investment over time, assuming sold gains over the long term.
Thoughts!
Thanks and big thanks to Mr. X for helping me to get into this game changer last year.
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