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Ventura Trust - ESOP Trustee Services

Can ESOP distributions be rolled into an IRA?

Yes, once eligible for a distribution, participants have the option to roll over their ESOP account balance into another qualified retirement plan instead of taking the distribution. This allows them to defer paying taxes on their ESOP proceeds until they eventually cash out those funds from the rollover account.

For ESOP Participants and Owners, FAQ and Quick ResourcesNeil BrozenOctober 23, 2025
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For Employee-Owned ESOP CompaniesNeil BrozenOctober 30, 2025
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For ESOP Participants and Owners, FAQ and Quick ResourcesNeil BrozenOctober 16, 2025
 
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