Do you have your employer’s stock in your 401(k)? Has it increased over time? Or, has it recently declined in value? Have heard of the Net Unrealized Appreciation strategy to help lower your future tax burden? This could be an opportunity to use this tax strategy and save taxes.
Here Are Just a Handful of the Things That We'll Discuss:
- The difference between NUA & NUD.
- Is there danger if you become to heavy in company stock?
- Finding positives in a volatile market.