[CLBS] Stocks

Patricia Evans evans_trish at msn.com
Fri Apr 28 14:54:13 MDT 2017


I have clients that have stocks in a local place he works. They have nothing else. It sounds like to me it is a profit sharing plan. Any idea how to exempt them? It is basically their retirement but is not liquid. They are not in a 401k or other exempt pension. Thanks!



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