NUA Strategy Explained: Save Taxes on Company Stock

Spend Confidently. Live without Regret: https://www.bluechippartners.com

💼 Have company stock in your 401(k)?

You could be sitting on a tax-saving opportunity called Net Unrealized Appreciation (NUA).

📉 This Blue Chip Clip explains how using NUA at retirement or when leaving your job could mean paying thousands less in taxes.

▶️ Watch now to learn if it could work for you.

Individual views and opinions expressed in the podcast, article, or other media included herein may not necessarily reflect the views and opinions of Blue Chip Partners, LLC. This material has been prepared for informational purposes only and is not intended to provide and should not be relied on for individualized financial, tax, legal or accounting advice. You should consult your own professional financial, tax, legal, accounting, or equivalent advisers prior to making any investment decision. All investments involve a degree of risk, including the risk of loss. Past performance is not indicative of future results.

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