Sorry, not buying your answer. I am in the same boat as the poster. Since he is older than 59 1/2, he has a qualifying event every day he wakes up; the wording, lifted directly from Pub. 575, with bold italics added by me to the key word, is "After the participant reaches age 59½". "After" means it is not a one-time qualifying event; it lives on, and covers every day after he turns age 59 1/2. Don't respond to me with "triggering event" nonsense; those words never appear in Pub.575, or in Topic 412 or 413. "Triggering event" was invented by some financial advisor, not by the IRS, as far as I can tell, and "triggering event" is a horrible substitute for the actual words in Pub 575.
With respect to his RMD distributions, can you cite an IRS document that says that? Because my financial advisor has given me the same line of "advice" - that prior distributions from the 401(k) completely eliminate using NUA on the company stock - but he is unable to cite anywhere that the IRS actually says that, and I can't find that anywhere in IRS documents.
