 |
The Real Money ProsAuthor: The Real Money Pros
Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad especially when everyone seems to want a piece of your money. Language: en Genres: Business, Education, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Cutting Taxes on Your 401(k) Stock: The NUA Strategy Explained
Thursday, 26 June, 2025
Net Unrealized Appreciation: If you own company stock in your 401(k), this episode could potentially save you thousands in taxes. Jeremiah and Nic uncover the little-known but incredibly powerful NUA tax strategy. Through a real-world client example, you’ll learn how someone turned a $16,000 stock cost basis into a $98,000 gain—and avoided paying ordinary income tax on the entire amount. But this isn’t just a story of smart tax planning—it’s a roadmap for anyone nearing retirement with company stock in their 401(k). From tracking your cost basis to understanding when NUA makes sense (and when it doesn’t), the guys give you the knowledge you need to ask the right questions and avoid costly mistakes. Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Hosts: Jeremiah Bates & Nic Daniels
