Company Stock Distribution Analysis Calculator

If you own company stock in a retirement plan, you may be able to take advantage of the long term capital gains tax rate rather than your ordinary income tax rate on this investment. Normally, all earnings withdrawn from a retirement plan are taxed as ordinary income, at ordinary income tax rates. However, if you take an in-kind distribution of your employer's company stock from your retirement plan to a taxable investment account, you may be able to take advantage of a special set of rules that allow you to pay only capital gains taxes on a significant portion of the distribution. Use this calculator to see how such a distribution might benefit your retirement nest egg.

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For more information about these financial calculators please visit: Dinkytown.net Financial Calculators from KJE Computer Solutions, Inc.

While every effort has been made to provide reliable interactive calculators, ThinkAdvisor does not guarantee their accuracy. Data inputs of numerical values are hypothetical and for illustration purposes only. Data outputs may not be used to predict or project actual investment results. Where rates of return are shown, they are not representative of any particular investment.

Please be advised that this document is not intended as legal or tax advice. Accordingly, any tax information provided in this document is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transaction(s) or matter(s) addressed and you should seek advice based on your particular circumstances from an independent tax advisor.