If you work for a corporation that contributes their stock when matching your 401)k) contribution, you have options when transferring that stock you don't have with other funds.
This article, Checking all the boxes with net unrealized appreciation, is a good overview of the rules. Like most IRS rules, there are numerous ways one can run afoul. Be careful.
Submitted May 01, 2019 at 01:29PM by fredleam1 http://bit.ly/2Y0NzX7
