NUA and Partial Distribution
I recently turned 59 1/2 and would like to rollover a portion of my 401k to an IRA for more investment options. about 20% of my 401k is company stock. vanguard has told me if i do a partial distribution it will come out in direct proportion to my current allocation. can i take this partial distribution and still use NUA option with my next triggering event, my retirement in 3 years? I realize i will not be able to do NUA on this partial distribution and i'm ok with that.
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