Recent Podcasts from Rob Thomas, CFP®
Logistics for Carrying Out the NUA Process: Step-by-Step Support for PACCAR Employees
If you’ve been following our series on Net Unrealized Appreciation (NUA), you’re already familiar with it as a powerful tax strategy for PACCAR …
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How to Maximize Your NUA Strategy with Charitable Giving and Smart Income Timing
Once you’ve decided to use Net Unrealized Appreciation (NUA) to transfer PACCAR stock out of your 401(k), you’ve already made a powerful move to …
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NUA vs. IRA Rollover: A Strategic Decision for PACCAR Employees
If you’re approaching retirement and have built up a significant amount of PACCAR stock in your 401(k), you may already know you have a tax decision …
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