Retirement planning with company stock in your 401(k)

Jan 01, 2025 12:00 PM Central Standard Time - Dec 31, 2025 04:00 PM Central Standard Time
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:

Thursday March 27:  

  1. 12:00 pm CT - Click to register here
  2. 4:00 pm CT - Click here to register

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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Disclosures

William "Tuck" Holman, NMLS # 560421, and Steven Gatto, NMLS # 560359 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.