Do you have employer stock from Walmart, Procter & Gamble, Costco or another company that you were employed with? Are you planning on retiring or separating from your company soon? A special tax break exists for distributions of company stock from company-sponsored retirement plans. NUA (Net Unrealized Appreciation) planning can help maximize the difference between the original cost basis and the current market value of shares of your employer stock.
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A great choice if looking for a financial planner and tax preparer.
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