Blog » Estate Planning

President’s Budget a Potential Direct Hit for P&G Retirees

Doug Loftus, CFP®
Doug Loftus, CFP®
March 2, 2015  No Comments

If properly planned, P&G employees can utilize a little known area of the IRS code, Net Unrealized Appreciation (NUA) in employer securities, which allows retirees to take company shares directly as part of a one-time total lump sum distribution and only pay current tax on the trustee’s cost of the P&G shares. For most P&G Full Article

529 Education Savings Accounts

atomic
atomic
November 17, 2009  No Comments

Under the American Recovery and Reinvestment Act of 2009, qualified tuition programs (QTPs) also called 529 plans, had the list of Section 529 qualified higher education expenses expanded to include expenses incurred or paid in 2009 or 2010 for the purchase of any computer equipment, technology, internet access and related services to be used by Full Article