Wells Fargo NON-ESOP PLAN IS BEING CLOSED. I HAVE 25 DAYS TO DECIDE TO ROLLOVER TO IRA OR USE NUA. I HAVE 855,000 IN PLAN. STOCK IS VALUED AT 517,000 AND COST BASIS IS 345,000. NUA IS 172,000. I AM 67 YEARS OLD. SHOULD I PAY TAXES ON COST BASIS AND DISTRIBUTE STOCK AND THEN JUST ROLLOVER THE REMAINING 338,000 OR DO A COMPLETE ROLLOVER?
THANKING EVERYONE IN ADVANCE.
