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Hoxton Planning & Management
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Day: June 17, 2026

Net Unrealized Appreciation: A Retirement Guide

Retiree reviewing employer stock and retirement plan choices

Schedule a consultation to review net unrealized appreciation rules, tax tradeoffs, and decision questions before moving employer stock from a 401(k).

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Hoxton Planning & Management, LLC
8530 Shepherdstown Pike
Shepherdstown, WV 25443

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  • (304) 876-2619

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