Alert Clients to NUA Tax Breaks Before They Roll Over

Oct 23, 2006 / By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
Print AAA
Add to My Archive
My Folder

My Notes
Save
Don't overlook this powerful tax strategy when rolling over retirement plans that hold employer stock. It can reaffirm to clients that you're a valuable team member and persuade prospects that you should be their advisor.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2024 Horsesmouth, LLC. All Rights Reserved.