VIDEO REPLAY

What's the Tax Benefit of NUA?

Patrick Ray

NUA is a strategy that allows you to roll over employer-provided company stock into an IRA. This is a very powerful tax strategy which can potentially save you a substantial amount of money. In this webinar, Patrick Ray, financial advisor with The Retirement Group, discusses Net Unrealized Appreciation (NUA).

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Looking For More Information? Check Out These Popular Ebooks

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What To Do With An Early Retirement Offer

Many companies offer employees early retirement packages to encourage them to leave. In this book, we address what could be included in an early retirement offer, & how an early retirement offer would affect your retirement savings?

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Lump-Sum Option Vs. Annuity

In this ebook, we'll evaluate how interest rates potentially affect your pension lump-sum payout, how you can potentially recreate a paycheck in retirement & how to minimize taxes and penalties during the retirement planning process.

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Choosing A Financial
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This ebook discusses how to determine the type of advisor and experience needed to handle your situation, qualifications needed, knowing your options, and how would you describe a typical advisor.

Learn More About Our Retirement Advisors & Support Team

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Tyson Mavar RICP®

SVP, Financial Advisor at Wealth Enhancement 

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Kevin Won CFP®, CRPC, CCPS, CTS

Senior Corporate Client Consultant | Corporate Clients 

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Neva Bradley CFP®

Senior Corporate Client Consultant | Corporate Clients 

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Wesley Boudreaux

SVP, Financial Advisor at Wealth Enhancement 

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Patrick Ray RICP®

SVP, Financial Advisor at Wealth Enhancement 

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Kevin Landis CFP

SVP, Financial Advisor at Wealth Enhancement 

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Paul Bergeron MBA

SVP, Financial Advisor at Wealth Enhancement 

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Carlos Hernandez

Client Services Manager at Wealth Enhancement 

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Michael Corgiat ChFC

SVP, Financial Advisor at Wealth Enhancement 

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Brent Wolf CFP

SVP, Financial Advisor at Wealth Enhancement 

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Krista Knittel

Senior Client Services Associate
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Ethan McDonald

Client Services Associate
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Brendan Wolf

Client Services Associate