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Finance Infographic - Will you be ready for retirement? - 401k, IRA, Roth. -Highland Financial Advisors, LLC does not endorse or approve of any form of third party communication, or re-distribution of this graphic or information that we post on Pinterest. Nor do we ourselves endorse this third party or their products/services. Retirement, How To Retire Save For Retirement

Finance Infographic - Will you be ready for retirement? - 401k, IRA, Roth. -Highland Financial Advisors, LLC does not endorse or approve of any form of third party communication, or re-distribution of this graphic or information that we post on Pinterest. Nor do we ourselves endorse this third party or their products/services. Retirement, How To Retire Save For Retirement

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Finance Infographic - Will you be ready for retirement? - 401k, IRA, Roth. -Highland Financial Advisors, LLC does not endorse or approve of any form of third party communication, or re-distribution of this graphic or information that we post on Pinterest. Nor do we ourselves endorse this third party or their products/services. Retirement, How To Retire Save For Retirement

Finance Infographic - Will you be ready for retirement? - 401k, IRA, Roth. -Highland Financial Advisors, LLC does not endorse or approve of any form of third party communication, or re-distribution of this graphic or information that we post on Pinterest. Nor do we ourselves endorse this third party or their products/services. Retirement, How To Retire Save For Retirement

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If your 401(k) plan distribution includes employer stock that’s appreciated over the years, rolling that stock over into an IRA could be a serious mistake.

IRA distribution rules every retiree should know

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Timing Of IRA Distributions For Retirees

If your 401(k) includes employer stock that has significantly appreciated in value from the time you purchased it, you’d do well to speak with an accountant before rolling over your 401(k) or taking distributions from the account. Why? Because under the “net unrealized appreciation” rules, you may be able to take a lump-sum distribution of your 401(k) account, moving the employer stock into a taxable account and rolling the rest of the account into an IRA.