Sep 17, 2019
You own some of your employer company stock in your 401(k) or ESOP plan. You are about ready to roll the funds out. Put on the brakes! There may be a way of avoiding massive income taxes through Net Unrealized Appreciation (NUA). Listen to hear the stories of Lacey, Robert, and Henry. NUA didn’t make sense for all three, but it saved 2 of them big time. This episode was recorded in a fishbowl at the Wealth/Stack conference in Phoenix, Arizona.