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Retirement Planning
Category of blogs containing topics surrounding retirement planning and how to best achieve your goals. Image by freepik


Company Stock in Your 401(k)?
If you’ve accumulated company shares inside your 401(k), there may be a powerful tax opportunity sitting right under your nose — one that can help you minimize taxes when you eventually draw down those assets. It’s called Net Unrealized Appreciation (NUA)

Xartis Wealth Advisors
Jul 153 min read
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