Guest kurt johansen Posted February 2, 1999 Report Share Posted February 2, 1999 I have a client who used his account under a DC plan to purchase a substantial share of the stock of a start-up company several years ago. The client then left the old company to run the start-up and has built it into a successful company. The old company is terminating its plan and the client wants to know whether he should roll the stock over into an IRA or into his DC plan in the start-up. Assuming the stock will appreciate over the next few years, can we take advantage of the net unrealized appreciation rule of IRC 402(e) to avoid future appreciation? Should we consider a transfer to an IRA and then a Roth coversion? ------------------ Link to comment Share on other sites More sharing options...
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