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I understand that diversification is important. I have stock in retirement account at cost basis of $9 (10,000 shr) price today $75. I am retiring in Jan. and will only have income of the stock distribution $90,000 and dividend and interest income. I would be locking in LT Capital gains of $66...

Is it always best to take company stock given to you in a 401K or retirement account as a one time lump sum distribution into a taxable account utilizing the tax benefit called NUA Net Unrealized Appreciation.