Little-publicized NUA election is taxpayer-friendly, in some cases
There are good reasons to move most of a client’s 401(k) assets into an IRA when they leave…
There are good reasons to move most of a client’s 401(k) assets into an IRA when they leave a job. But a client with highly appreciated employer stock in retirement plans is often better advised to transfer those shares — and only those shares — into a taxable account.
The reason
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