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Charles J. Lewandowski CFP®
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Charles J. Lewandowski CFP®
  • HOME
  • MEET CHUCK
  • WORK WITH ME
    • SCHEDULE AN APPOINTMENT
  • BLOG
  • CONTACT
  • CLIENT ACCESS
    • LINCOLN INVESTMENT
    • EMONEY
  • BROKER CHECK
  • LINCOLN INVESTMENT AND CAPITAL ANALYSTS FORM CRS

Posts Tagged ‘Net Unrealized Appreciation’

Company Stock in your 401(k)? Why You May Want to Re-Think That Rollover

By Charles J. Lewandowski CFP® | March 5, 2021

The NUA rule allows the employee to treat the distribution of company shares differently than the remainder of the 401(k) investments.

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