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Save Taxes On Your 401K Through Net Unrealized Appreciation (NUA), #195
Manage episode 410429635 series 2749036
Contenu fourni par Ryan R Morrissey. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Ryan R Morrissey ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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!
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- [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
- Retirement Readiness Review
- Subscribe to the Retire with Ryan YouTube Channel
100 episodes
Partager
Manage episode 410429635 series 2749036
Contenu fourni par Ryan R Morrissey. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Ryan R Morrissey ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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!
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- [10:09] Net unrealized appreciation when you aren’t retired
- [12:23] Reminder: Sell the stock in a lower tax bracket
- Retirement Readiness Review
- Subscribe to the Retire with Ryan YouTube Channel
100 episodes
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