FPF #109 - NUA and Company Stock ...
FPF #109 - NUA and Company Stock in Your 401K

Presilium Private Wealth by Jerry Davidse

Episode notes

Do you hold company stock inside of your 401k?

You may be able to save a significant amount in taxes by taking advantage of "Net Unrealized Appreciation" or NUA. We share how this strategy works in this video.

To learn more or schedule time with us today, please visit our website: https://www.presiliumpw.com/

This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.

The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, ... 

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Keywords
retirement accounts401kretirement incomeretirementretirement planningtax planningpresilium private wealthjerry davidsecompany stock