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Daily Archives: July 19, 2024

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In the News: Retirement planning: Leveraging net unrealized appreciation for tax

Featured, In The NewsBy Editorial TeamJuly 19, 2024

As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, how with a special tax strategy you can pay ordinary income tax on your company stock’s cost basis at distribution and long-term capital gains tax on the appreciation.

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