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Thanks Cathy for the reply. However, I think a regular brokage account has more advantages over traditional IRA if you use long term holding strategy for your stock.

In additional, the main difference in my case is I will lose cost basis of stock if I roller over to IRA. I would end up paying ordnary income tax for everything (~30% federal). With NUA, I only pay $1150 or about 3% + longterm tax (15%) on NUA part. So I do want to roll over my stock portion.

But still I am not sure if I can do a seperate distribution for stock portion. I suppose only the account adminstrator can answer that.

Appreciate your help!

Bin

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