NUA decisions sit at an intersection of a big opportunity, huge possible consequences, and conflicting information. When considering what to do with company stock in you 401K plan, make sure to contact a professional to weigh options. In this episode, we go over the when, what, and how of NUAs.
For more information and show notes visit: https://bwmplanning.com/episode2
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Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.