Retirement Income Center

This article was originally published in, and has been reprinted with permission from, Retirement Daily. Distributions from a traditional 401(k) plan are generally taxable as ordinary income at your regular income tax rates. This includes pre-tax contributions plus earnings. If your traditional 401(k) plan is rolled over to a traditional IRA, the same rule applies […] The post Carve Out Your 401(k) Company Stock for Favorable NUA Tax Treatment appeared first on Retirement Income Center.