Inflation Investing, Asset Location, and Real Estate Retirement Spitball - 403
Your Money, Your Wealth
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Using the New Rule for Company Stock in the 401k?
Bob from Medina: I'm currently converting tax-deferred dollars up to the 24% tax bracket. Will Fidelity be able to provide me with the cost basis for the stock that I currently have in the plan? Thanks again for your insight. Tim Altschuler: You've got company stock in the 401k. There's a special rule that allows you to distribute the company stock out of your IRA or 401k and pay tax only on the basis.
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