Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
I need some help. My mother has stock options with US West. She would like to exercise them before the impending merger with Qwest next year. However, she can only find funds to make the purchase within her US West 401k plan. If she takes a loan out in order to exercise the option, does the profit from selling the purchased stock remain sheltered within the 401k plan, or this a generated profit immediately subject to capital gains tax? What is her best path, tax-wise, in exercising this stock option? Thanks for the assist fellow Fools.
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.
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.