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Home>Roth IRA Conversions and Stock Compensation Implications

Roth IRA Conversions and Stock Compensation Implications

Perspectives Content Submission

Mon, 8 Mar 2010

If weighing a Roth conversion wasn't already complicated enough, it can explode in complexity when you add in stock option exercises or vesting of restricted stock. This case study is based on a real life situation we were involved in both last year and this year. Case Study: Company Stock and the
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