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Best Advice Podcast Guys
BestAdvicePodcastGuys
87 episodes
2 days ago
Welcome to the Best Advice Podcast Guys, where financial wisdom meets the diverse insights of industry titans! Hosted by Founder/Owners of distinguished money management firms. Join us as we flip the script from advising to attentive ears, engaging with top-tier industry leaders to discover the secrets of their success and the best advice that shaped their journeys. Uncover a wealth of knowledge beyond finance, making each episode a masterclass in success. Tune in and elevate your perspective with the Best Advice Podcast Guys – where expertise meets inspiration!
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Investing
Education,
Business,
Self-Improvement
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All content for Best Advice Podcast Guys is the property of BestAdvicePodcastGuys and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to the Best Advice Podcast Guys, where financial wisdom meets the diverse insights of industry titans! Hosted by Founder/Owners of distinguished money management firms. Join us as we flip the script from advising to attentive ears, engaging with top-tier industry leaders to discover the secrets of their success and the best advice that shaped their journeys. Uncover a wealth of knowledge beyond finance, making each episode a masterclass in success. Tune in and elevate your perspective with the Best Advice Podcast Guys – where expertise meets inspiration!
Show more...
Investing
Education,
Business,
Self-Improvement
https://is1-ssl.mzstatic.com/image/thumb/Podcasts116/v4/be/5b/65/be5b6548-a1a1-a94d-4799-6e69594faf99/mza_2314968150411612603.jpg/600x600bb.jpg
Hidden Tax Secrets: How NUA Can Save You Thousands
Best Advice Podcast Guys
4 minutes 54 seconds
3 months ago
Hidden Tax Secrets: How NUA Can Save You Thousands
If you've invested company stock in your 401k, you need to hear about Net Unrealized Appreciation (NUA). In this episode of the Best Advice Podcast, host Rob Lovaglio and Senior Advisor Daniel Courson unveil the tax-saving power of NUA. Learn how this strategy allows you to transfer company stock from your 401k to a brokerage account, minimizing taxes by paying ordinary income tax on the original investment and capital gains tax on the profits. Join us as we break down a real-life example that saved a client over $76,500 in taxes. We'll guide you through the steps involved and discuss the pros and cons of adopting the NUA strategy. Discover the potential pitfalls and why this approach might not be suitable for everyone. Whether you're planning your retirement or exploring investment strategies, this episode is a must-listen for insightful guidance on how to manage company stocks in your 401k effectively.
Best Advice Podcast Guys
Welcome to the Best Advice Podcast Guys, where financial wisdom meets the diverse insights of industry titans! Hosted by Founder/Owners of distinguished money management firms. Join us as we flip the script from advising to attentive ears, engaging with top-tier industry leaders to discover the secrets of their success and the best advice that shaped their journeys. Uncover a wealth of knowledge beyond finance, making each episode a masterclass in success. Tune in and elevate your perspective with the Best Advice Podcast Guys – where expertise meets inspiration!