Nike Just Reworked Its Employee Stock Purchase Plan. A Retiree Can Report W-2 Income From the Shares That Social Security Doesn’t Count as Wages

Nike Just Reworked Its Employee Stock Purchase Plan. A Retiree Can Report W-2 Income From the Shares That Social Security Doesn’t Count as Wages

A retiree sells Nike shares and watches ordinary income land on his W-2, then braces for the Social Security earnings penalty he assumes is coming. What he finds in Box 3 tells a completely different story.