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Financial Planning / Tax Strategies


Subject:  Tax implications of IPO stock Date:  11/2/2001  7:31 PM
Author:  robertoluna Number:  54974 of 132878

My wife and I will be receiving several hundred shares of stock in an insurance company that recently demutualized. I've been told that I should hold the stock for at least a year before selling it for tax purposes. Is this rule true for a demutualization? What would the impact be if I have to/choose to sell some of it now?

Also, where on the Fool should I post general questions about my current investments. The "Fools and their Money" forum looks about the best I've seen. I am really just starting to look at investing, and this stock thing has thrown me for a bit of a loop. I want to be smart about how I handle it.

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