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Personal Investments • Company ESPP question

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So for example if I own AMZN and I have $6,000 of loss on that stock, I wanted to get the company match from the ESPP and use that $6,000 at the end of the year to offset my position in AMZN so that I can liquidate it.
You can liquidate it whenever the market opens, and use $3000 of the loss to offset ordinary income in one year, and the other $3000 to offset ordinary income the next year, unless you have other capital gains that use up some or all of the $6000.
This leads me to believe that the full match is not worth it - I'm better off putting half of it in and trying to profit that way.
A full amount of "free money" seems better that half that amount, but the choice is yours.

Statistics: Posted by FiveK — Mon Jan 01, 2024 3:10 am — Replies 1 — Views 215



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