In this episode, Dr. Preston Cherry breaks down how Gen X professionals can use a smart tax strategy called Net Unrealized Appreciation (NUA) to turn company stock in their 401(k)s into tax-efficient income. He explains how the right moves can help you retire earlier and keep more of your money—and how one wrong step can cost you big.
Takeaways:
• Company stock matters
• NUA lowers taxes
• Don't rush to IRA
• Act with a plan
• Mistakes are costly
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Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/
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