If you own employer stock in your employer’s retirement plan, and if that stock has appreciated when you retire or leave your company, you should be aware of Net Unrealized Appreciation Rules (NUA).
TIM HAYES AIF®, CRPS®, AWMA®, CFS®, APMA®
Financial Advisor Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA® Section 404© of ERISA requires plan sponsors to provide specific information and education to their employees, and if a plan meets the requirement than the plan sponsor and other fiduciaries are not liable...
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