NUA
Quick NUA question. Hopefully this is an easy one
can the stock be moved to a joint brokerage account or does it have to be in the participant’s name only to retain NUA treatment?
Thank you!
Quick NUA question. Hopefully this is an easy one
can the stock be moved to a joint brokerage account or does it have to be in the participant’s name only to retain NUA treatment?
Thank you!
Permalink Submitted by Alan - IRA critic on Tue, 2014-08-05 23:34
The shares can go into a joint account.