UnThreaded | Threaded | Whole Thread (7) | Ignore Thread Prev | Next
Author: TheBadger Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75339  
Subject: Re: Retirement Date: 9/2/1999 12:30 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
IMHO, you have provided insufficient info. to answer you question adequately. However, one area to pay particular attention to is oyur company stock (on the presumption that you hold or a re the beneficiary of this stock inside of a qualified plan). You may wish to consider having the stock distributed to you immediately/soon & pay the taxes on that diostribution remembering that the amount you pay taxes on is your basis (purchase price) of the stock; not its current value. The difference bewtween purchase price & current/future value is called NUA (net unrealized appreciation) and the NUA is taxed as a long term capital gain (at lower rates) whien you sell the stock.
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (7) | Ignore Thread Prev | Next

Announcements

The Retire Early Home Page
Discussion on accelerating retirement day.
Post of the Day:
Value Hounds

Medallion Financial: TAXI!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement