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Two Advanced 401(k) Strategies for Tax-Efficient Retirement Income
Expert Opinion July 08, 2025 at 05:38 PM
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What You Need To Know
- Net unrealized appreciation allows company shares to be taken as a distribution while rolling other plan assets over to an IRA or similar account.
- These shares generally qualify for long-term capital gains tax treatment.
- Workers leaving an employer at age 55 or older can take a distribution from a 401(k) from that employer without incurring an early withdrawal penalty.
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