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 401(k) plan, make sure to contact a professional to weigh options. In this episode, we go over the when, what, and how of NUAs.

Resources Mentioned

2021 Capital Gains and Income Tax Brackets

ConocoPhillips 401(k) Blog Post


Favorite Quote

“Custodians need better hold music” – Justin


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