Roth 401(k) and NUA
Questions after reading this month’s piece on Roth 401(k) to Roth IRA Rollovers.
What about employer stock sitting in the Roth 401(k) plan? NUA must not come into play, correct?
Can those shares be automatically distributed tax-free to a brokerage account or would the shares need to be rolled over to the Roth IRA first?
Permalink Submitted by Alan - IRA critic on Wed, 2022-07-06 21:33