Guest JM123 Posted December 11, 2009 Share Posted December 11, 2009 Where an IRA beneficiary is also an employee/shareholder of a C corporation owned in part by a terminating ESOP, can the shares in the ESOP be rolled over to the IRA beneficiary, even if the IRA as a result owns more than 10% of the value of all outstanding stock? Link to comment Share on other sites More sharing options...
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