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
Follow on Your Favorite Podcast App
