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If a portion of your plan assets are held in highly appreciated company stock, and you are rolling your money into an IRA, it may be better from a tax standpoint to withdraw the company stock, while rolling the rest of the non-stock assets into an IRA. That way you can take advantage of special tax treatment available through the net unrealized appreciation rule, "NUA Rule".
To learn more about the NUA Rule, read the attached article from our Education Series, or contact your financial professional or The Retirement Consulting Group.
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