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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.
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