Rollover Planning, NUA and strategies to avoid costly mistakes for executives


Clients leaving their jobs need an effective strategy for their retirement plan assets. This seminar will help them understand the options available to them, determine how to make the best choices for their investment dollars, and learn how to avoid common tax-related pitfalls. What is the NUA rule? The federal tax laws contain a little-known rule that applies to certain distributions of company stock from the company’s qualified plan.