Bob Klein’s “Carve Out Your 401(k) Company Stock for Favorable NUA Tax Treatment” Published in Retirement Daily

Bob Klein’s “Carve Out Your 401(k) Company Stock for Favorable NUA Tax Treatment” Published in Retirement Daily

Bob Klein’s article, Carve Out Your 401(k) Company Stock for Favorable NUA Tax Treatment, was published in The Street’s Retirement Daily. How and when to withdraw highly appreciated stock from your 401(k) plan without the market value of the stock being subject to taxation is the subject of this article.

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