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Author: edcosoft Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76080  
Subject: Re: 401k...IRA? Date: 2/20/2001 7:10 PM
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You might look into IRS Form 4972 Lump Sum Distributions. You might be able to take it all out at a reasonable tax rate (it independently starts at 15% regardless of your regular tax bracket), then invest it in a tax managed and/or index fund. What youy do need will only be taxed as long term capital gains on the gain after liberation only. You must be at least 65 in year 2000 to do this. ed
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