Top Retirement & Tax Strategy for Graco Employees

Minneapolis based Graco has done well for both its employees and stockholders (the stock is up over 150X since 1990). People that have worked there for decades are usually in a good position to take advantage of an arcane rule in the tax-code known as NET UNREALIZED APPRECIATION. The tax benefits can be SUBSTANTIAL. It’s also creates a lot of retirement planning opportunities. Here’s how it works.