Author - Richard Feldman, MBA, CFP®,

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Why Rolling Your Employer Stock into An IRA May Cost You!

Why Rolling Your Employer Stock into An IRA May Cost You!

If you have employer stock in your retirement account and are rolling it over to an IRA, it could be the worst financial mistake you ever make. An obscure tax rule regarding employer securities (Employer Stock) held in a corporate retirement plan could possibly save you a vast amount in taxes.  Even though the tax break has been around for sixty years, individuals fail to take advantage of it due to lack of knowledge and complexity of the rules surrounding it.  This article will address the tax minimization opportunities of NUA (Net Unrealized Appreciation) for individuals holding employer stock inside

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