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"The only thing I can add is that your holding period for the shares transferred to the regular (non-IRA) brokerage account begins on the date of distribution. So to get long-term treatment, you will need to hold the stock for at least a year after it is distributed to you.

IOW, it is just as if the IRA distributed cash and you immediately purchased the stock. But by doing things the way you have, you are minimizing your brokerage fees. And that is a good thing.


Yes Peter, I understand, and also meant to say "Taxable bokerage account" or non-IRA. Thanks for comment.
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