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Women & Wealth


Feb 1, 2023

Today I’ll be talking about the distribution of employer stock from 401(k) plans. If you decide to retire or change jobs while participating in an employer-sponsored retirement plan, there are some important things to keep in mind. I will discuss the key decisions you will probably need to make and share crucial insight into Net Unrealized Appreciation (NUA) of employer stock.

You can access the full show notes and more by visiting: https://www.forgewealth.com/