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Subject:  Stock in 401K Date:  5/15/1999  8:12 PM
Author:  buznitz Number:  10570 of 88511

TFMMAX referred me to TMFPIXY from 401K Strategy Board.
I have stock in a 401K as well as other funds. Rule is that I have to roll over entire 401K into an IRA. How do I roll over only stock portion which has long term capital gains. Value of stock is now $100K. Cost basis is 50K. Rest is LTCG. TFMMAX mentioned a "conduit" IRA for the stock which I think is suppose to defer all taxes and yet conserve the long term CG until I sell the stock. Others state that once stock is in an IRA withdrawing and selling incurs regular tax rate (no 20%). I am not sure of the rules.
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