Lehman Brothers Financial SA (LEHNQ)

[wayne49]

Zoo brother, I am not sure what your status with TD is but, open a Roth and put 5500 in there and buy your 40k shares back. What tax long term tax effect you might have with your current shares will not matter in a Roth if you are to keep the cash there until you retire. Even if you are to pull out cash early, you will only pay taxes and the penalty on what you pull out. Those should be emergency situations only.

Once you are filled, you can just let your TD shares ride. If you get certs, you get certs. If they sell you CTs at a lost, you net it with your gains and take the proceeds to make up for your Roth Contribution.

Not a recco. Just thinking out loud for you. If I was in your position, I would do that. Good Luck my friend.