Stock Retirement Plan

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Executive Summary

If you own company stock in a retirement plan, it is possible to take advantage of using the long term capital gains tax rate rather than ordinary income tax rate on this investment. Normally, all earnings withdrawn from a retirement plan are taxed as ordinary income, at ordinary income tax rates. However, if the employer's company stock from your retirement plan is rolled over to a taxable investment account, you may be able to take advantage of a special set of rules that allow for payment of only capital gains taxes on a significant portion of the distribution. Use this stock retirement plan tool to see how such a transfer might benefit a retirement nest egg.

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