.png)
Money Moves With MFG
Money Moves with MFG
Take control of your financial future and let's make some Money Moves with MFG!
This podcast is designed to simplify the world of investing, retirement planning, and wealth building. Whether you have a solid retirement plan or are just getting started, you’ll find actionable insights to help you make smarter investment decisions.
With a focus on education, experience, and integrity, we break down complex financial concepts into strategies you can use to achieve your goals. Tune in to learn how to retire with less stress, navigate the markets, and make confident financial moves.
Ready to make some money moves? Hit play and let’s get started!
Money Moves With MFG
A Hidden Tax Strategy: NUA
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Did you know there’s a little-known tax strategy that could help you save thousands in retirement? If you have company stock in your 401(k), you might be missing out on a huge tax break!
In this episode of Money Moves with MFG, we dive into Net Unrealized Appreciation (NUA)—a powerful yet often overlooked strategy that allows you to pay lower capital gains tax rates instead of higher ordinary income taxes on your employer stock.
Join us as we break down:
- How NUA works and who qualifies
- The tax savings potential compared to a traditional IRA rollover
- Key rules to avoid costly mistakes
- A real-world example of how NUA can maximize your wealth
If you're nearing retirement and have company stock in your 401(k), 403(b), ESOP, this strategy could be a game-changer. Tune in now to see if NUA is the hidden tax break you’ve been looking for!
Get started with your free retirement evaluation!
Be sure to follow our show to be notified when a new episode is available!
👉 Schedule your free smart retirement planning call here and let’s build a strategy tailored to your goals
📅 Check out our upcoming events — including weekly Wealth Wednesday webinars and in-person seminars
