This often-misunderstood section of the IRS code can be quite a benefit – if it happens to fit your situation. Net Unrealized Appreciation (NUA) refers to the increase in value of your company’s stock held within your 401(k), either due to a company match or your own investment in the company stock within the 401(k). [...]
Posts on retirement saving and advice on all things financial
Contact Info
Blankenship Financial Planning, Ltd.
Jim Blankenship, CFP®, EA
Phone 630-40-DUCKS (630-403-8257)
Toll-Free 866-374-4203
info@blankenshipfinancial.com
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Jim provides expert guidance for
your Retirement, Education Funding,
and Income Tax issues and concerns.Queuing Waterfowl
In case you hadn't already noticed, this blog doesn't have much to do with ducks - or any waterfowl for that matter.
No, what we're doing here is talking about all things financial; getting your financial house in order. Here in the Midwest, "getting your ducks in a row" implies organization, which is one of the outcomes of having a better understanding of your financial life.
I hope you find the answers you're looking for among the articles here, and perhaps a smile. If you can't locate your answer, drop me an email or give me a call - we'll see what we can find for you.
And if you've come here to learn about queuing waterfowl, I apologize for the confusion. You may want to discuss your question with Lester, my loyal watchduck and self-proclaimed "advisor's advisor".-
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