In this webinar Steve Boblis , financial advisor with The Retirement Group, will discuss Net Unrealized Appreciation (NUA). NUA is a strategy that allows you to roll over employer provided company stock into an IRA. This is a very powerful tax strategy which can potentially save you a substantial amount of money.
Many companies offer employees early retirement packages to encourage them to leave. In this book, we address what could be included in an early retirement offer, & how an early retirement offer would affect your retirement savings?
In this ebook, we'll evaluate how interest rates potentially affect your pension lump-sum payout, how you can potentially recreate a paycheck in retirement & how to minimize taxes and penalties during the retirement planning process.
This ebook discusses how to determine the type of advisor and experience needed to handle your situation, qualifications needed, knowing your options, and how would you describe a typical advisor.