RE: persfin-digest V5 #22

From: "Nelson E. Timken, Esq." <netimken@erols.com>
Subject: RE: persfin-digest V5 #22
Date: Sun, 14 Jun 1998 11:38:08 -0400

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I have a question regarding ESOPS and ISOPS. My mother in law worked for
Roosevelt Savings (TR Financial- ROSE) and received stock as an employee
benefits plan, both in an ESOP and an ISOP where she received shares free
and had the option to buy shares at a discount to market. She wants to roll
over these shares, now that she has been laid off due to the takeover by
Roslyn into an IRA. The plan seems to indicate that she can do this. Anyone
have any thoughts?

Nelson E. Timken
Contact me at:
http://onelist.com/subscribe.cgi/investing-list



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