Condor Capital Management

Explore: Net Unrealized Appreciation — Your Options

Net Unrealized Appreciation — Your Options

Stock

Individuals who own company stock in an employer-sponsored qualified retirement plan may be able to benefit from an Internal Revenue Service (IRS) tax rule that provides an additional distribution option for such a holding. According to Vanguard’s 2014 research on nearly 1,500 qualified plan sponsors, 15% of all plan participants utilize company stock in their employer’s qualified retirement plan. Continue reading “Net Unrealized Appreciation — Your Options”