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Thanks for your responses!

I'm still 20-30 years away from retirement - on the low end of that if the MF recommendations pan out ;-)

AJ - just to clarify, this is in a previous employer 401k so I can roll-out/receive in-kind shares without 10% penalty. If I moved them to a taxable account, however, I will have to pay the required taxes, which I'm ok with (current tax bracket is higher than the 15% long term capital gains). I expect my tax bracket to keep going up, eventually hitting the top bracket within the next 10-15 years.

I've done 401k rollovers before but not ones with company shares so that's where I'm a bit in the dark. Just trying to figure out pro's / con's of taking advantage of NUA now vs. just rolling the shares into my traditional IRA. Definitely won't leave them in the 401k - I left the account untouched for 3+ years but just last quarter they started charging a quarterly fee and there's no way to get it waived (other than rolling/closing out).
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