Retirement planning with company stock in your 401(k)
Jan 28, 2025 12:00 PM Central Standard Time - Feb 20, 2025 04:00 PM Central Standard Time
Virtual event, through , Zoom
Virtual event, through , Zoom
Do you own your employer’s company stock inside of your 401(k)?
Join us for a Zoom presentation to learn how to replace your paycheck in retirement and how to use the Net Unrealized Appreciation (NUA) rule for Abbott and AbbVie stock in your 401(k). The NUA rule is a one-time special tax treatment for in-kind distributions of employer stock.
We will discuss:
- How to apply the NUA rule to your retirement planning strategy
- How to create retirement income that replaces your paycheck
- Open Q&A
Use the registration link below to sign up:
Tuesday, January 28:
- 12:00 pm CT - Register here
- 4:00 pm CT - Register here
Thursday, February 20:
- 12:00 pm CT - Register here
- 4:00 pm CT - Register here
If you have any questions or difficulty registering, reach out to Amy Benjamin on our team at (224) 516-6843 or amy.benjamin@rbc.com.
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