Consider the options before taking action on company stock
For individuals considering a distribution or rollover it is important to understand the options around company stock in a retirement plan.
For individuals considering a distribution or rollover it is important to understand the options around company stock in a retirement plan.
An obscure rule for tax-savings on highly-appreciated company stock may be more appealing to clients following additional clarification and guidance from the Internal Revenue Service on the investment income surtax. Federal laws include special tax treatment for certain distributions of company stock held within a retirement plan. Under this rule, only the cost basis of