Broker Check
10 March
What is NUA and Cost Basis, and Why Does it Matter?


You've heard the terms, and maybe even tried to explain them to someone, but you're not quite sure how they apply to you and your retirement accounts. The good news is we do.

In this webinar we'll discuss:

- How tax brackets work and how they can work for you

- How your Publix stock is taxed when it comes out of the ESOP and 401(k)

- How to find out exactly what the Net Unrealized Appreciation and Cost Basis is    of the shares in these plans

- Why it might make sense to take some short-term tax pain to get some long-term tax gain

Date and Time

Wed, Mar 10, 2021

5:00p - 6:00p EST


Live via Zoom


You don't need a camera or mic. Just a computer, tablet or smart phone. Registration ends 1 hour before event begins


Event Registration