Catch The Company Stock Tax Break While You Can: Chris Zander in Forbes

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Chris Zander, Chief Wealth Advisory Officer at Evercore Wealth Management, was quoted by Forbes in an article on investing appreciated employer stock ahead of tax changes.


Investors can move the most highly appreciated shares in existing or old employer 401(k)s into non-retirement accounts, Zander said. They will owe ordinary income taxes and, if not yet 55, a 10% early withdrawal penalty on their initial value of those shares. But these costs may be worth paying on highly appreciated stock.
 
To read the full article in Forbes, click here.

 

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