Save Taxes On Your 401K Through Net Unrealized Appreciation (NUA), #195

Retire With Ryan

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Do you own stock in the company that you work for in your 401K? Net unrealized appreciation could potentially save you a significant amount of money on your taxes when you start making withdrawals. I’ll share how to take advantage of the process as well as mistakes to avoid making in this episode of Retire with Ryan.

You will want to hear this episode if you are interested in...

[1:00] Sign up for my Retirement Readiness Review!
[1:26] What is net unrealized appreciation?
[3:31] How net unrealized appreciation works
[5:05] How to process the distribution
[7:41] Where people run into problems
[10:09] Net unrealized appreciation when you aren’t retired
[12:23] Reminder: Sell the stock in a lower tax bracket

Resources Mentioned

Retirement Readiness Review
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