Hi,
Anyone ever use the early diversification transfer of your employer's 401k to an external rollover account (IRA) ?
Just became entitled (age 55) to move 25% of my stock option 401K to a rollover account - where I can diversify my investments beyond employers 7 choices. Pros & Cons ? Taxes / NUA impact ? Thanks. - Mike G.
Anyone ever use the early diversification transfer of your employer's 401k to an external rollover account (IRA) ?
Just became entitled (age 55) to move 25% of my stock option 401K to a rollover account - where I can diversify my investments beyond employers 7 choices. Pros & Cons ? Taxes / NUA impact ? Thanks. - Mike G.