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
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STOP!!!
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).
2.
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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
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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.
