Word: stocking
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Dates: during 2000-2000
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Does it matter if my employer stock is held in a fund? No, unless that fund also holds other securities. Most big plans hold company stock in a fund whose only assets are that stock. Don't be confused by the word fund. It's simply a holding tank. Those shares are eligible...
...transfer 401(k) assets into employer stock shortly before leaving and then take possession of the whole bundle...
...probably won't help. The key to tax savings is the net unrealized appreciation of employer stock--or how much the stock has risen. The current value should be at least double--and probably three or four times--the cost basis of the shares for the strategy to make sense. When you transfer assets at the last minute, you drive up the cost basis big time. In rare cases, though, in which a stock has really soared, the cost basis may remain low enough for that to work...
Section 402(e)(4). What if the company stock in my plan has been there less than a year...
...income tax on the cost basis, but the gain will be treated as long term no matter when the stock was bought...