Could NUA Save You $50K+ in Taxes?
Exclusive Webinar for Corporate Employees:
Many corporate employees accumulate company stock in their retirement plans without realizing that special tax rules may apply. Missing those rules can lead to significantly different tax outcomes when shares are distributed.
Join us to explore the basics of Net Unrealized Appreciation (NUA) and the circumstances under which it may be considered. We'll discuss how company stock is treated under different distribution scenarios and the questions many employees may want to consider before retirement.
Topic: Could NUA Save You $50K+ in Taxes?
Date: 8/13/26
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Tyson Mavar, RICP®
Topics Will Include:
- How does Net Unrealized Appreciation Work?
- Can I benefit from a more favorable tax structure on gains?
- What are my potential savings from using NUA?
- Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage corporate employees to reserve their spot at the earliest to benefit from this exclusive opportunity.
For more information or to register for the webinar, please visit this link or call us at: 800-900-5867.
A little bit more about Tyson Mavar, RICP®
Tyson Mavar prides himself on helping corporate employees make their transition into retirement. You may have seen some of Tyson's articles published in ABC, NBC & Fox affiliates. He writes about pension changes, interest rate increases, benefits, and more!
About The Retirement Group
The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and stability to provide financial independence.
Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.
Disclaimer
Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be assured. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.