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.
How a $534K Income Can Still Leave You in the 12% Ordinary MFJ Tax Bracket
A live Holistiplan tax planning case study showing how a married couple with $534,200 in total income stays in the 12% ordinary marginal tax bracket. Garrett Crawford, CFP® and Adam Reed break down Form 1040 tax stacking, long-term capital gains, Net Investment Income Tax (NIIT), and multi-year Roth conversion strategies for high-net-worth retirees.