Re: Net unrealized appreciation: Reason to liquidate 401k instead of rollover?
Hey, I've heard the guy who wrote that--John A. Nersesian--he's a wonderful speaker who came to our client meeting in April and spoke on behavioral finance. Very cool, and gave away a dozen copies of an excellent book Why Smart People Make Big Money Mistakes by Belsky and Gilovich. Nersesian is with Nuveen Investments (NWQ). Great guy, very interesting subject.
“One day your life will flash before your eyes. Make sure it's worth watching.”
Gerard Arthur Way