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So I'm in the process of rolling out a 401k from a previous employer to an IRA. In the 401k, I have pre-tax and post-tax (Roth) contributions. Within the pre-tax contribution, I also have company stock. I'm pretty sure I know what I'm doing with the pre-tax and Roth contribution in terms of rolling them to an IRA and Roth IRA respectively.

My main question (i.e. still trying to figure out my options and what to do) is around the company stock. Should I roll it over to the IRA? Should I keep in the 401k? I was about to roll it to the IRA but recently became aware of NUA - hence why I'm soliciting input. Should I take advantage of NUA?

My overall cost basis is around $5.20. The stock was recently around $23.

Looking forward to the MF community insights.

Bests!
Luis
@brandstudere
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