#401k-to-ira-rollover

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Retirement
from24/7 Wall St.
2 weeks ago

The NUA Strategy Retiring Executives Use to Cut Taxes on $500,000 of Company Stock in Their 401(k)

Net Unrealized Appreciation allows company stock moved from a 401(k) to be taxed as long-term capital gains on appreciation, not ordinary income, if handled correctly.
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