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Hear our idea for what to do with your ABT & ABBV stock in your 401(k) when you retire

Jun 11, 2024 12:00 PM Central Daylight Time - Jun 11, 2024 04:00 PM Central Daylight Time
950 N Western Avenue Suite 200 Lake Forest, IL , 60045

Do you work for a publicly traded company and own company stock in your 401(k)? Join us to learn about net unrealized appreciation (NUA) and how to apply the NUA rule to your retirement planning strategy. We will discuss:

  • How to apply the NUA rule; the NUA rule is a one-time special tax treatment for in-kind distributions of employer stock.
  • How to create retirement income that replaces your paycheck
  • Open Q&A

Tuesday, June 11th at Noon - Click here to register via Zoom

Tuesday, June 11th at 4 pm - Click here to register via Zoom


Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.