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4 Rules You MUST Know Before Using NUA in Your 401(k) #shorts

Have company stock in your 401(k)? You might qualify for Net Unrealized Appreciation (NUA)—a powerful strategy to reduce long-term taxes. But it’s not for everyone.

Here are 4 rules you must ...understand before using NUA:

1️⃣ It can save you taxes—if used right.
2️⃣ Only worth it if your stock has grown 5x or more.
3️⃣ It’s optional and flexible—you don’t have to use it.
4️⃣ It increases taxes in the year you do it.

The takeaway? NUA is smart… sometimes. Talk to a planner before making a move.

📩 Reach out to A&I Wealth Management to evaluate if NUA fits your retirement plan: https://assetsandincome.com/about-us/contact/


#401kPlanning #NUA #TaxStrategy #RetirementPlanning #CompanyStock #FinancialAdvisor #AandIWealth #CapitalGains #TaxSmartInvesting

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.[+] Show More

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