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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

 

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We are proud to be recognized by Forbes in 2024 as a Best-in-State Wealth Management Team.

Taking required minimum distributions

If you invest in traditional IRAs or employer-sponsored retirement savings plans, it’s important to know that they are not shielded from taxes indefinitely. When you reach age 73, you must take required minimum distributions (RMDs) to avoid tax penalties. Contact us today to learn more about your options.

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