Hello- I turned 55 this February and retired this June. I have company stock in both before tax 401k and in my Roth portion of 401k. Current price of stock $405, basis is $75. I want to transfer my Roth portion of 401k (all assets not just Co. stock) into my ROTH IRA-which has been open for over 5 years. The remainder of before tax 401k I will need to utilize for living expenses until I turn 59.5 years old. What is the best sequence of these transactions? Company stock in kind transfer to brokerage account, transfer of ROTH portion, or ?
thank you!
Sue333
