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Company Stock in a 401(k), Early Retirement Withdrawals, & IRS Penalties (8/24/2024)
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This Saturday, we start by exploring the tax-efficient approach of Net Unrealized Appreciation (NUA) for managing company stock within a 401(k), explaining how you can potentially lower your tax burden. We analyze the anticipated Federal Reserve rate cuts and their implications for different market sectors and your investment portfolio. Do you feel like inflation has slowed down enough to cut rates?
We also tackle common IRS challenges, including tax filing and payment issues, and share tips on how to contest penalties through the taxpayer relief office. Learn about IRS Rule 72(t), a crucial tool for those considering early retirement, which allows penalty-free early withdrawals from retirement accounts. Finally, we cover key retirement planning strategies, focusing on managing taxable income to qualify for health insurance subsidies and optimizing your Social Security benefits.
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Hosts:
Brian Wiley
Nic Daniels
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