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Subject:  Re: Tax management for retirees Date:  6/18/2021  1:25 AM
Author:  aj485 Number:  103265 of 104378

FWIW, my simpleton plan is to live off my 401K when I hit 59.5

If you have company stock in your 401(k), you may want to look at the NUA (Net Unrealized Appreciation) option once you hit 59 1/2 Because NUA requires you to completely empty the 401(k) in the same year you do the NUA, you would need to roll the rest of the 401(k) assets into an IRA.

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