Blue Ridge ESOP Associates Industry News

Potential Tax Savings from a Lump Sum Distribution of Stock

Posted by Dolores P. Lawrence, CPA, QKA

Nov 15, 2016 1:19:55 PM

Some ESOPs permit participants to take a lump sum distribution from their accounts.  Some may provide an option for all or a portion of the distribution to be paid in shares of Employer stock.

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Topics: Distributions, Tax Savings

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Blue Ridge ESOP Associates can provide everything you need to administer your ESOP, 401(k) or combination ESOP/401(k) plan. Our full service outsourcing, which can include participant on-line services, provides worry-free  assistance for your HR or Benefits staff, leaving them free to concentrate on other responsibilities.

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