What You'll Learn
You have a bunch of 401(k) plans with previous employers, what should you do? Should they be consolidated into one 401(k)? Such as the 401(k) of your current employer? How about rolling all these 401(k)s into an IRA account? Did you know this…
You have a bunch of 401(k) plans with previous employers, what should you do? Should they be consolidated into one 401(k)? Such as the 401(k) of your current employer? How about rolling all these 401(k)s into an IRA account? Did you know this could be a costly mistake if you had employer stock in your 401(k)? You can save a substantial amount of taxes by understanding what is in your 401(k) plan.
Join Larry Pon, CPA for a review of the very special tax rules regarding employer stock held in 401(k) plans and how one can take advantage of the Net Unrealized Appreciation provisions (NUA).
*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.