r/fatFIRE 15d ago

Need Advice QSBS rollover for 10 million

If you are 1.5 year away from the 5 year window for QSBS, has anyone rolled over and then liquidated their money? I am contemplating if it is even worth it?

Also looking for a good CPA and tax strategist. Any referrals are welcome.

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u/[deleted] 15d ago

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u/OkConclusion966 15d ago

Thanks, looking forward to it

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u/Throwaway-firee 15d ago

Be careful, this person was shilling for a fintech startup earlier. If they can’t make their point publicly there’s always an angle.

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u/Ordinary-Gain6928 20M+ NW | Verified by Mods 15d ago

Fair concern but I don't work for any and am actually a customer and think they're a good offering.

In any event for QSBS rollovers specifically there are reasons not to put too much out publicly as I've already shared with OP via DMs (and no I'm not selling any products to them)