Net Unrealized Appreciation Rules for Company Stock in a 401(k)
If you have company stock in your 401(k), consider the pros and cons of net unrealized appreciation at retirement. Under the net unrealized appreciation rules,
Kristin McKenna, CFP® is frequently published in the national news media. She’s a Senior Contributor at Forbes and has been published by U.S. News & World Report, TheStreet, Business Insider, and the National Association of Personal Financial Advisors Magazine, with quotes in Bloomberg, Kiplinger, MarketWatch, GOLF Magazine, and Huffpost, among others. Kristin has also been invited to be a panelist for several events around stock option financial planning.
If you have company stock in your 401(k), consider the pros and cons of net unrealized appreciation at retirement. Under the net unrealized appreciation rules,
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