Important things to know:
- The NUA strategy can only be done for a lump-sum distribution from the 401(k)
- Proceeds must go into a non-retirement brokerage account (not into an IRA)
- Utilizing this strategy may not save tax dollars
- Triggering event must occur:
The Net Unrealized Appreciation strategy is typically best suited for company stock that has had significant appreciation (low cost initially, high value now). While tax savings and diversifying out of a concentrated position are both positives, because of the other factors involved, it is prudent to speak with one of our Lockheed Martin Retirement Specialists to determine if this may be appropriate for your unique circumstance. Call us today at 817-210-3444 or email email@example.com to schedule a Complementary Consultation.
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Financial Planning and Investment Advisory offered by SWMG, LLC a Registered Investment Advisor.
Lockheed Martin Retirement Specialist is not an official title or professional designation nor is it conferred by Lockheed Martin on any individual or company.
Our Complementary consultation and free report are for informational purposes only and provided free without any obligation to utilize or retain our investment advisory services.
SMWG, LLC is not affiliated with or endorsed by Lockheed Martin Corporation. Our expertise comes from working with LMT employees for several years and helping them to retire with confidence.
Investing involves the risk of loss, including loss of principal. Past performance does not guarantee future results. Investment products are not FDIC insured, have no bank guarantee, and may gain or lose value. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable for a client’s investment portfolio.