Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
I rolled over company stock from a 401k plan to a conventional IRA. Do I also need to hold the stock in the IRA for 1 year prior to selling/trading the stock in order to qualify for long term capital gains treatment even if I do not intend to withdraw any of the funds for a few years? What if there is a loss vs. the new basis at the time of the rollover. I am considering selling some of the stock to diversify and increase earnings potential.
Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement