Whoa . ..
Has your advisor talked to you about NUA? If not, fire them.
Net unrealized appreciation is a tax strategy. In English, you may be able to take your company stock out of a 401k (or move your allocation to company
Break it down in three steps:
1. Do the pre-tax! You are starting late and probably not going to have a ton of income when you retire (whatever that means - let's say doing what you love full time versus your job).
First of all, congrats on your commitment. Unfortunately, many will never commit and will have to live a poor retirement. Your income is strong, is it fixed or growing? Once you get started seeing your wealth grow it gets
Weatherly's contact with the founders of BrightScope over the last 5 years has been nothing but ethical and dynamic. Their logical and linear way of bringing solutions to the marketplace is a breath of fresh air.
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.