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Fifteen Minute Financial Advisor


Apr 23, 2019

Do you work for a publicly-traded company? Can you invest in your company stock in your 401(k)? While the conventional wisdom is that you shouldn't have too much, if any, employer stock in your 401(k), the reality is that many do. Many people have invested a ton of their retirement assets in their company. Familiarity bias is a common cause of over-concentration in employer stock. But this week is about a tax strategy called Net Unrealized Appreciation, which may work extremely well in the right situations. 

 

Questions? Email me: Mpolicar@hightoweradvisors.com