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ESOP rollover at retirement

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ESOP rollover at retirement

03-25-2009, 11:22 AM	#1
theloneranger Recycles dryer sheets Join Date: Dec 2006 Posts: 107	I know this has come up before, but I cannot find it. What is the term for the process whereby one can take advantage of a low stock basis when rolling over an ESOP? Specifically, I have several hundred shares of stock in an ESOP plan with a basis of $7 per share and a current value of $35 per share. I need to get out of the company stock when I retire next year and minimize the tax consequences.

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