J, there are a gazillion answers to that. My colleagues have touched on some. Mostly, it depends on your goals or purpose for the money. If you don't have a specific purpose for the stock, you may want to leave it alone.
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Whoa . ..
Has your advisor talked to you about NUA? If not, fire them.
Net unrealized appreciation is a tax strategy. In English, you may be able to take your company stock out of a 401k (or move your allocation to company
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STOP!!!
Break it down in three steps:
1. Do the pre-tax! You are starting late and probably not going to have a ton of income when you retire (whatever that means - let's say doing what you love full time versus your job).
2.
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