Net unrealized appreciation (NUA) is a powerful yet often overlooked strategy that allows individuals to reduce taxes on employer stock held within a 401(k) or similar retirement plan. This webinar provides a comprehensive, easy-to-understand breakdown of how NUA works, when to use it, and how it can lead to significant tax savings in retirement.
Individuals with employer stock in their 401(k), financial advisors and tax professionals, and anyone interested in tax-efficient retirement planning will gain insights through real-world examples, visual illustrations, and tax-saving strategies. By the end of the session, attendees will have a clear understanding of whether NUA is right for them or their clients, how to strategically plan distributions, and how to maximize after-tax wealth in retirement.
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Identify the key components of net unrealized appreciation and outline its tax advantages
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Define the eligibility requirements necessary for implementing an NUA, and evaluate common pitfalls to avoid
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Evaluate potential tax savings scenarios in which NUA is preferred over alternative strategies, such as traditional IRA rollovers
Rizek Housari
Divergent Wealth
Wealth Advisor
[email protected]
(385) 237-4000
Rizek Housari is a wealth advisor, Certified Public Accountant, and Certified Financial Planner® professional. Rizek recently published his first book, Finance on the Fly: Simple Strategies to Build Lasting Wealth.
As the host of the Finance on the Fly social media channel, Rizek shares practical insights on personal finance, retirement planning, tax strategies, and business topics, inspiring thousands to make smarter financial decisions.
Rizek holds both bachelor’s and master’s degrees in accounting from Brigham Young University and began his career at KPMG, a Big Four accounting firm. Now an independent advisor and fiduciary, he focuses on guiding families and individuals toward lasting financial security.
Outside of work, Rizek enjoys life with his wife, Emma, and their daughter Kalila. Together, they love outdoor adventures like fly fishing, skiing, and hiking, and he cherishes visits with family in Arizona, California, and Palestine.
About Our Presenter
Divergent Wealth Advisors is a Family "Chief Financial Officer," a Wealth Planner, a Financial Adviser, a Portfolio Manager, an Estate Planning Adviser, and a Tax Strategist, all under the same roof.
Divergent Wealth Advisors is a long-term financial partner who can serve generations of a family and can simplify complicated things, playing the role of an educator and an adviser.
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