Updated Thursday, April 17, 2014 as of 11:03 PM ET
New Approach to a 401(k) Tax Tactic
Monday, July 1, 2013
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For clients who have large holdings of their employers' stock in 401(k) plans, an attractive option for advisors has been to use the special tax break for net unrealized appreciation. Now, however, that option is no longer as clear-cut.

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