Carve Out Your 401(k) Company Stock for Favorable NUA Tax Treatment Retirement Income Center

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This article was originally published in, and has been reprinted with permission from, Retirement Daily. Distributions from a traditional 401(k) plan are generally taxable as ordinary income at your regular income tax rates. This includes pre-tax contributions plus earnings. If your traditional 401(k) plan is rolled over to a traditional IRA, the same rule applies […]
The post Carve Out Your 401(k) Company Stock for Favorable NUA Tax Treatment appeared first on Retirement Income Center.

This article was originally published in, and has been reprinted with permission from, Retirement Daily. Distributions from a traditional 401(k) plan are generally taxable as ordinary income at your regular income tax rates. This includes pre-tax contributions plus earnings. If your traditional 401(k) plan is rolled over to a traditional IRA, the same rule applies […]
The post Carve Out Your 401(k) Company Stock for Favorable NUA Tax Treatment appeared first on Retirement Income Center.

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