Don’t Miss The NUA Election for Company Stock in Your 401(k)

Описание: 📋 Video Summary: If you have company stock in your 401(k), there’s a little-known tax strategy that could save you thousands in retirement: NUA (Net Unrealized Appreciation).

In this video, we break down:
• What NUA is and how it works
• The big tax mistake many people make when rolling over their 401(k)
• When NUA makes sense—and when it doesn’t
• How your age, retirement timeline, and stock performance factor into the decision

This article and video will show how you might convert ordinary income taxes into long-term capital gains rates with smart NUA planning. If you're preparing for retirement and have company stock in your 401(k), this is a must-watch.

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0:00 – 1:33 Net Unrealized Appreciation Breakdown
1:34 - 2:15 Common Rollover Mistake
2:15 – 4:12 NUA Election Example
4:12 – 6:12 Tax Benefits
6:12 – 6:40 NUA Triggers a Tax Event
6:41 – 9:30 Employee Age Matters
9:30 – 16:15 When Electing NUA Makes Sense
15:15 When It Does NOT Make Sense
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Visit my YouTube Channel: Greenbush Financial Group
Check out my Website: greenbushfinancial.com

❓ Have Questions About This Video?
Contact Michael Ruger with Questions: 518-477-6686 or [email protected]
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