Recent Podcasts from Dave Ragan
Beyond the Basics—How NUA Supports Legacy, RMD Reduction, and Asset Diversification
If you’ve been following our PACCAR NUA series, you already know how Net Unrealized Appreciation (NUA) can unlock powerful tax advantages. But the …
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How to Combine NUA with Roth Conversions for a More Tax-Efficient Retirement
PACCAR employees who take advantage of Net Unrealized Appreciation (NUA) already benefit from one of the most powerful tax strategies available …
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What Is NUA? A Powerful Tax Strategy for PACCAR Employees
If you’re a long-time PACCAR employee, chances are you’ve built up a significant balance in your 401(k)—and a good portion of that may be in PACCAR …
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