Posts Tagged ‘NUA’
Three Valuable Tax Planning Opportunities For Executives Nearing Retirement
Retiring? – Have You Thought About Taxes? If you’re a well-compensated executive or business owner thinking of retiring in the next 3 to 5 years, there are several commonly missed tax planning opportunities that you should consider now to possibly enhance your retirement income and savings. I’m Chuck Lewandowski, CERTIFIED FINANCIAL PLANNER™ professional and I…
Read MoreCompany Stock in your 401(k)? Why You May Want to Re-Think That Rollover
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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