Episodes
If you have a specific subject on your mind, you can use our complete episode index, organized by topic, to find the conversation you're looking for.
Evaluating NUA for Highly Appreciated Employer Stock In Your 401(k)
Episode 47 of Retirement Tax Matters breaks down Net Unrealized Appreciation (NUA) for employer stock held inside a 401(k) plan. Garrett and Adam discuss how to identify NUA opportunities you may have in your employer retirement plan and to help you know if it might be a tax planning strategy you should learn more about.
The Downside of Tax Minimization: Why Paying Taxes Can Be a Winning Strategy
Episode 16 of Retirement Tax Matters tackles the financial psychology of tax aversion—the emotional resistance high-net-worth retirees often feel toward paying taxes, even when it might be the most strategic move. We explore why successful savers, who built wealth by minimizing costs, often struggle to execute strategies like Roth conversions or selling highly appreciated stock because they view paying tax dollars as a loss of capital.