NUA Strategy on Stock Distributions From Employer Retirement Plans
Do you have company stock in your employer’s retirement plan and you: Are a longtime employee with the firm? Have...
Timothy Hughes is the vice president wealth management of UBS Financial Services Inc. for more information please call (602) 957-5103 or email timothy.c.hughes@ubs.com. As a firm providing wealth management services to clients in the United States, we offer both investment advisory programs and brokerage accounts. Advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information, please visit our website at www.ubs.com/workingwithus
Do you have company stock in your employer’s retirement plan and you: Are a longtime employee with the firm? Have...