Your 401(k) is likely your largest retirement asset, but are you managing it with a blind spot? This week, we cover the spectrum of 401(k) mistakes, starting with the heaviest hitter: Net Unrealized Appreciation (NUA). We explain how this specific IRS rule allows you to move company stock out of your 401(k) and pay lower capital gains rates instead of ordinary income tax.

From there, we scale down to the everyday mistakes. Tune in to ensure your retirement strategy is actually optimized.

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Podden och tillhörande omslagsbild på den här sidan tillhör Ross Anderson, CFP® and Daniel Messeca, CFP®. Innehållet i podden är skapat av Ross Anderson, CFP® and Daniel Messeca, CFP® och inte av, eller tillsammans med, Poddtoppen.