and the type of letter you get will depend on your application. Social Security issues benefits in the following categories: Retirement. Individuals who work and pay into the Social Security ...

Do you own company stock in your 401(k) or a similar retirement account? If so, you might benefit from net unrealized appreciation (NUA) on your taxes. The NUA is the difference between what your ...

Retirees who hold employer stock in their 401(k) can make use of a popular tax-savings strategy known as net unrealized appreciation ... taxes, retirement, personal finance and more - straight ...