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Your post has prompted me to ask this question of you:

Is this also true with 401Ks?

Also, much of our 401K is in company stock, but it is referred to as a "stock fund." We put some of this stock money into other funds within the 401K, but this original stock money (it was our "match" from the company) is still somehow tagged as stock money. I'm wondering how this effects our distribution when the times comes, and if there is no effect, why is it tagged?

Also, I've read that stock cannot be rolled over to an IRA, and can instead be either sold to roll it over or it can be taken as stock with no tax payments until it is actually sold. One way or the other is supposed to be more beneficial, but I can't find any information on this.

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