- Qualified Accounts
- Why is it called NUA?
- Savings Plan Illustration
- Tax Treatment
- Ordinary Income and Capital Gains Tax Rates
- Estate Planning Strategy
- Tax & Cash Flow Strategies
- Good Till Cancelled Orders (GTC’s)
- Covered Call Strategy
ADDITIONAL DISCLOSURE INFORMATION:
Bogart Wealth is not affiliated with ExxonMobil; the content of this presentation has not been written or endorsed by ExxonMobil.