Aug 27, 2008 12:16 pm
I have a client who is 100% invested in their company stock in the companites SAVINGS PLAN.
The company was sold and they offering 80/share.
All of the employees contributions, $50,000 was after tax. The employers match was in before tax dollars.
With the 80/share the client will be receiving about 180k.
My question is simply, what is the best way for the client to roll this over to a Traditional IRA?
Should NUA get involved?
I have already called my back office to ask their opinion but always value these boards as well.