ESTATE PLANNING TIP CORNER

This month’s tip brought to you by Peggy Jane Fisher, RICP®, CFP®

In a declining market, you can sell employer stock held in a 401(k) at today’s cost and repurchase it to reset the cost basis. Thus, setting yourself up in retirement to take advantage of Net Unrealized Appreciation (NUA). There is no 30-day wash rule in an employer 401(k).

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Upcoming Events

Thu 28

Sept 2017 Focus Group

September 28 @ 7:45 am - 9:00 am
Torrance
Thu 28

Sept 2017 Focus Group

September 28 @ 7:45 am - 9:00 am
Torrance CA
United States
Oct 12

October 2017 General Breakfast Meeting

October 12 @ 7:00 am - 9:00 am
Torrance CA
United States
Nov 09

November 2017 General Breakfast Meeting

November 9 @ 7:00 am - 9:00 am
Torrance CA
United States
Dec 14

December 2017 General Breakfast Meeting

December 14 @ 7:00 am - 9:00 am
Torrance CA
United States

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Thu 28

Sept 2017 Focus Group

September 28 @ 7:45 am - 9:00 am
Thu 28

Sept 2017 Focus Group

September 28 @ 7:45 am - 9:00 am