How to Handle Stock Acquisition of a Company Held in My IRA? | YMYW Podcast

Published on June 19, 2022

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Question: (Hubby & Me from Tennessee – Cyd) Hello, Al, Andi, and Joe, happy holidays. This is Hubby and Me from Tennessee. I have a question about the stock acquisition that’s in my IRA. I own stock in Company A, and it’s held in my IRA account with Fidelity. The acquisition of company A is in negotiation with Company B expecting to occur in 2022. Company B intends to make a tender offer for $95 per share for company A, which has been trading around $80 per share. Company B wants outstanding shares from Company A to be retired. How do I handle this? How do I make sure I get contacted by Fidelity about this tender offer? I should get the Company B share equivalent of 21%, assuming the exchange at 95 goes from what it’s currently trading at. Since this is in my IRA, there should be no taxable impact until I sell the new Company B stock, and then the money will be received and taxed as ordinary income – please advise and confirm. And as always, thanks again for your help. Owning two rescue mutts and driving a 2018 Santa Fe.

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Can Individual Stocks Be Held in an IRA, How to Handle Stock Acquisition of a Company Held in My IRA? | YMYW Podcast.

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