So I have made it, despite my crazy boss, to my first tranche of RSUs!!!! It vests tomorrow. Tax election is net shares. <-- is this best?
I think we are in the 24% tax bracket.
I will do a calculation of how much company stock I already have as a percentage of investments. I also do ESPP. I have sold some of that after holding for a year, but also kept some, and it's done well (not Tesla-level insane, just reasonable appreciation).
Company stock is at an ATH with room to grow/bullish indicators. I am thinking of holding for a year for LTCG. Or should I sell some right away?
I know the thinking that it's a concentration risk + an emotional risk since I know/work at the company.
Argh, math & taxes.