Exceptions apply for distributions made upon your death or if you become disabled. Some IRA contributions may qualify for tax deduction. If your job offers a qualified plan, in some cases, you can still deduct your IRA contributions. The rollover preserves the tax deferred status and helps you avoid immediate taxes and penalties. Stock Options. . .
Stock options are a valuable investment alternative for employees of publicly traded companies.
Before purchasing stock options, carefully analyze your needs, your time horizon and the current and projected price of the stock. The tips provided above should not be considered professional or legal advice. Please consult a financial planner, broker or investment specialist to find out what investing strategies work best for your financial situation and the current financial environment and the tax ramifications for each. Please call to confirm information.