Is Your Company Stock Costing You $50K in Unnecessary Taxes?

Exclusive Webinar for Corporate Employees:

Many employees with significant company stock holdings in their 401(k) plans pay substantially more in taxes than necessary due to unfamiliarity with Net Unrealized Appreciation (NUA) strategies. This tax planning technique allows company stock to be taxed at capital gains rates rather than ordinary income rates, which may reduce taxes by tens of thousands of dollars. However, NUA strategies require careful timing and execution to implement properly while maintaining compliance with complex IRS regulations.

This webinar examines how NUA strategies work and when they may provide meaningful tax advantages for employees with substantial company stock holdings. We'll explore the eligibility requirements, implementation process, and comparison with traditional rollover strategies. You'll learn how to calculate potential tax savings, understand the timing considerations that influence NUA effectiveness, and review coordination strategies with other retirement account distributions.

Topic: Is Your Company Stock Costing You $50K in Unnecessary Taxes?
Date: 5/26/2026
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Wesley Boudreaux

Topics Will Include:

1. How does Net Unrealized Appreciation Work?
2. Can I benefit from a more favorable tax structure on gains?
3. 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 Wesley Boudreaux

Wesley Boudreaux has been working with corporate clients for more than 20 years allowing him to become very familiar with retirement benefits plans. This allows him to provide you with a full understanding of your benefits as you transition into retirement.  

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.