Don’t Miss The NUA Election for Company Stock in Your 401(k)

📋 Video Summary: If you have company stock in your 401(k), there’s a little-known tax strategy that could save you thousands in retirement: NUA (Net Unrealized Appreciation). In this video, we break down: • What NUA is and how it works • The big tax mistake many people make when rolling over their 401(k) • When NUA makes sense—and when it doesn’t • How your age, retirement timeline, and stock performance factor into the decision This article and video will show how you might convert ordinary income taxes into long-term capital gains rates with smart NUA planning. If you're preparing for retirement and have company stock in your 401(k), this is a must-watch. ------------------------------------- 0:00 – 1:33 Net Unrealized Appreciation Breakdown 1:34 - 2:15 Common Rollover Mistake 2:15 – 4:12 NUA Election Example 4:12 – 6:12 Tax Benefits 6:12 – 6:40 NUA Triggers a Tax Event 6:41 – 9:30 Employee Age Matters 9:30 – 16:15 When Electing NUA Makes Sense 15:15 When It Does NOT Make Sense ------------------------------------------ 💰 For More Financial Education: Visit my YouTube Channel: Greenbush Financial Group Check out my Website: greenbushfinancial.com ❓ Have Questions About This Video? Contact Michael Ruger with Questions: 518-477-6686 or mruger@greenbushfinancial.com Visit our website: https://www.greenbushfinancial.com/ Subscribe to our channel for more financial planning tips:    / @greenbushfinancialgroup   Leave a comment below! 🔔 Stay Updated If you found this video helpful, please like, comment, and subscribe! Don't forget to hit the bell icon for notifications on new uploads. #michaelruger #greenbushfinancial #401k #taxstrategy