Qualified Plans

Keebler - Net Unrealized Appreciation


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Bob Keebler discusses net unrealized appreciation. Only available for clients with appreciated employer securities in their pension or profit-sharing plan, this is an incredible income tax planning opportunity. Hear the magic of turning ordinary income into capital gains.

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

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