Rhame & Gorrell Wealth Management invites you to their event

ExxonMobil Net Unrealized Appreciation (NUA) Webinar | Rhame & Gorrell Wealth Management

Tuesday, April 22nd 2025 - 5:00 PM (GMT)
  • 15Days
  • 10Hours
  • 36Minutes
  • 42Seconds
or
Tuesday, April 22nd 2025 - 5:00 PM (GMT)
About 30 minutes

About this event

Do you own ExxonMobil stock in your Savings Plan? In our upcoming webinar, we will be exploring a lucrative tax strategy that can significantly reduce your lifetime taxes paid as an ExxonMobil employee/retiree. Net Unrealized Appreciation (NUA) allows individuals to transfer highly-appreciated ExxonMobil stock from the Savings Plan to a brokerage account at a reduced tax liability.

During the event we will cover:

  • How 401(k) Distributions Normally Work
  • Advantage of NUA Distributions
  • Identifying NUA-Eligible Stock
  • Examples
  • Important Considerations
  • Live Q&A

Hosted by

  • Team member
    T
    Tyler Miller, CPA/PFS, CFP®, CIMA® Rhame & Gorrell Wealth Management

Rhame & Gorrell Wealth Management

Rhame & Gorrell Wealth Management is a fee-only Registered Investment Advisory firm that provides financial planning and wealth management services to high net worth clients, primarily Oil & Gas employees and executives.

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