Today I’ll be talking about the distribution of employer stock from 401(k) plans. If you decide to retire or change jobs while participating in an employer-sponsored retirement plan, there are some important things to keep in mind. I will discuss the key decisions you will probably need to make and share crucial insight into Net Unrealized Appreciation (NUA) of employer stock. You can access the full show notes and more by visiting: <a href= "https://www.forgewealth.com/">https://www.forgewealth.com/</a>

Today I’ll be talking about the distribution of employer stock from 401(k) plans. If you decide to retire or change jobs while participating in an employer-sponsored retirement plan, there are some important things to keep in mind. I will discuss the key decisions you will probably need to make and share crucial insight into Net Unrealized Appreciation (NUA) of employer stock. You can access the full show notes and more by visiting: https://www.forgewealth.com/

Today I’ll be talking about the distribution of employer stock from 401(k) plans. If you decide to retire or change jobs while participating in an employer-sponsored retirement plan, there are some important things to keep in mind. I will discuss the key decisions you will probably need to make and share crucial insight into Net Unrealized Appreciation (NUA) of employer stock. You can access the full show notes and more by visiting:&nbsp;<a href="https://www.forgewealth.com/" rel="noopener noreferrer">https://www.forgewealth.com/</a>

Understanding NUA

Welcome to the Women & Wealth podcast brought to you by Regina McCann Hess, a CFP with over two decades of experience. This show is for professional women who want guidance in working towards their Retirement Vision – learning, building, planning, striving for your dreams and putting the work in now so that you can pursue your Financial Independence.

You can watch the Founder's video Regina created for you to learn more about her and how she can guide you towards your financial independence at www.forgewealth.com.

* The information in this podcast is educational and general in nature and does not take into consideration the listeners' personal circumstances. Therefore, it is not intended to be a substitute for specific individualized financial, legal or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Forge Wealth Management are separate entities from LPL Financial. Our show guests and their companies are not affiliated with, nor endorsed by, LPL Financial, Private Advisor Group or Forge Wealth Management.

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Welcome to the Women & Wealth podcast brought to you by Regina McCann Hess, a CFP with over two decades of experience. This show is for professional women who want guidance in working towards their Retirement Vision – learning, building, planning, striving for your dreams and putting the work in now so that you can pursue your Financial Independence. You can watch the Founder's video Regina created for you to learn more about her and how she can guide you towards your financial independence at www.forgewealth.com. * The information in this podcast is educational and general in nature and does not take into consideration the listeners' personal circumstances. Therefore, it is not intended to be a substitute for specific individualized financial, legal or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Forge Wealth Management are separate entities from LPL Financial. Our show guests and their companies are not affiliated with, nor endorsed by, LPL Financial, Private Advisor Group or Forge Wealth Management.

Welcome to the Women &amp; Wealth podcast brought to you by Regina McCann Hess, a CFP with over two decades of experience. This show is for professional women who want guidance in working towards their Retirement Vision – learning, building, planning, striving for your dreams and putting the work in now so that you can pursue your Financial Independence.

You can watch the Founder's video Regina created for you to learn more about her and how she can guide you towards your financial independence at www.forgewealth.com.

* The information in this podcast is educational and general in nature and does not take into consideration the listeners' personal circumstances. Therefore, it is not intended to be a substitute for specific individualized financial, legal or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Forge Wealth Management are separate entities from LPL Financial. Our show guests and their companies are not affiliated with, nor endorsed by, LPL Financial, Private Advisor Group or Forge Wealth Management.

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Understanding NUA

Understanding NUA