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A question for intercst-

intercst stated:

You must make a lump sum distribution of your entire 401k account. You must put your "company stock" in a taxable brokerage account to take advantage of the rule. However, your other 401k assets may be rolled over into an IRA if you wish to continue the tax deferral on those funds.

When you are splitting up your 401K, depositing the stock in a regular brokerage account and the other stuff in an IRA, would the "official" information about rolling the non-stock assets into an IRA be in the
IRS Publication 575 - Pension and Annuity Income document you mention on your home page? Or is it just like rolling any other 401K into an IRA?

This is great news. I thought we would be hit with taxes on both the stock basis and the other non-stock stuff in the 401K in the same tax year. Anything that allows us to put the non-stock assets into another year (for tax purposes)is good.

Thanks-retirement would be a lot scarier without your excellent advice.

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