tbear2’s Activity

Thu Sep 25


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tbear2 posted to the Tax Strategies board. 1:46 PM

401K & Net Unrealized Appreciation...

My friend (early 60s) is thinking of retiring in January. After he retires he wants to take advantage of the NUA rule about transferring company stock from a 401K directly into a regular brokerage account, and pay federal Income Tax on the basis of [more]

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Two stars, 250 posts Old School Fool
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