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

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

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… Continue Reading

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