Inside you will find over 10-pages prepared by us and complete with answers, from knowledgeable financial practitioners, to the most asked Corporate employee retirement concerns:
What is Inflation?
Which investments do a good job hedging against inflation?
Inflation and the effects it has on your stock.
Inflation and the effects it has on your pension.
We are a group of financial professionals who focus entirely on Corporate retirement planning, the design of retirement portfolios for the transitioning Corporate employee, and education through seminars in the area.
It is so easy to get started.
"Net Unrealized Appreciation"
Prepared By The Retirement Group
Net Unrealized Appreciation (NUA) is the difference in value between the average cost basis of shares and the current market value of the shares held in a tax-deferred account. This is an important strategy to understand for those who hold company stock in a 401(k), ESOP, or other retirement plan.
This e-Book is for Corporate employees who need immediate answers to their retirement concerns:
How does Net Unrealized Appreciation work?
How to know if I am qualified?
When would this tax strategy make sense to use?