Company Stock in a Qualified Retirement Plan: Take it or Leave it?

Philhours, Joel E.; Hays, Charles T.
October 1998
Journal of Financial Planning;Oct98, Vol. 11 Issue 5, p68
Academic Journal
Questions what should be done with the shares of an employee who has retired from a company, with reference to the participation of the employee in the company's retirement plan. Management of the stocks; Alternative of taking a lump-sum distribution of the stocks; Disadvantages of both processes; Factors they depend on. INSET: Assumed Conditions for After-Tax Comparisons Between Making a....


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