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The Benefits of a NUA Tax Strategy

In Taxes, Video/Podcast, Wealth Management by Mission Wealth

Do you own your employer’s stock in your 401(k) plan? Has the stock increased significantly in value? In this video, Director of Tax Strategy Brandon Baiamonte discusses discusses a tax strategy that can potentially reduce the amount of taxes you pay when you distribute the stock from your plan, as well as explaining when it might be appropriate to use.