Can NUA be distributed to a DRS account?
When a NUA strategy for employer stock from a 401(k) account is distributed to a taxable account, can that account be with a direct registration account such as Computershare or does the distribution have to be held in a brokerage account?
Permalink Submitted by Alan - IRA critic on Sat, 2017-10-21 00:03
The shares do not have to be transferred to or held in a brokerage account for NUA to be applied.