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Your 401(k) is likely your largest retirement asset, but are you managing it with a blind spot? This week, we cover the spectrum of 401(k) mistakes, starting with the heaviest hitter: Net Unrealized Appreciation (NUA). We explain how this specific IRS rule allows you to move company stock out of your 401(k) and pay lower capital gains rates instead of ordinary income tax.
From there, we scale down to the everyday mistakes. Tune in to ensure your retirement strategy is actually optimized.
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Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
By Ross Anderson, CFP® and Daniel Messeca, CFP®5
6464 ratings
Your 401(k) is likely your largest retirement asset, but are you managing it with a blind spot? This week, we cover the spectrum of 401(k) mistakes, starting with the heaviest hitter: Net Unrealized Appreciation (NUA). We explain how this specific IRS rule allows you to move company stock out of your 401(k) and pay lower capital gains rates instead of ordinary income tax.
From there, we scale down to the everyday mistakes. Tune in to ensure your retirement strategy is actually optimized.
Send us Fan Mail
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

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