Crossroads Financial
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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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Meet the Team
- Core Values
- Pursuing Destinations Together
Sentiment Analysis
A great choice if looking for a financial planner and tax preparer.
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