Please explain the $30K-$35K if I have a trust. Does that depend on spouse and I making a $10K, which wouldn't reach $30K. Also do I over-withhold to get a $5K tax refund?
In about 2007, all our stock investments were in my employer's Dell stock. My advisor recommended against diversifying but to hold on to that stock forever. Not sure how much we lost but it was certainly significant.
Comments:
Please explain the $30K-$35K if I have a trust. Does that depend on spouse and I making a $10K, which wouldn't reach $30K. Also do I over-withhold to get a $5K tax refund?
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Link to comment from January 7, 2023
In about 2007, all our stock investments were in my employer's Dell stock. My advisor recommended against diversifying but to hold on to that stock forever. Not sure how much we lost but it was certainly significant.
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Link to comment from June 6, 2021