401(K) Rollovers: What To Do With Company Stock? | Millennium Trust Company

401(K) Rollovers: What To Do With Company Stock?

March 24, 2016
Terry Dunne

This bylined article by Millennium Trust's Terry Dunne, Managing Director of Rollover Solutions, was released in 401K Specialist. In this article, Terry discusses how participants in plans that include company stock may benefit from learning about distribution options, including understanding net unrealized appreciation (NUA) strategies.

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