The Retirement Group invites you to their event

ExxonMobil Employees: What's the tax benefit of NUA?

May 01, 2024 10:00 (PDT)
About 30 minutes

About this event

Discover how NUA can potentially optimize your tax situation by rolling over employer-provided company stock into an IRA. Join financial advisor Wesley Boudreaux in our informative webinar focused on exploring the tax advantages of Net Unrealized Appreciation (NUA) for ExxonMobil employees. Tyson Mavar will guide you through the intricacies of this tax strategy, highlighting its benefits and implications. Don't miss this opportunity to gain valuable insights into maximizing tax benefits through NUA.

Disclaimer: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Fees are incurred when assets are under the management of advisors affiliated with The Retirement Group. Please note that individual situations can vary. By registering for the webinar you are consenting to having this webinar recorded. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice. Securities and Investment Advisory Services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Investment advisory services also offered through The Retirement Group, LLC. a registered investment advisor not affiliated with Osaic Wealth. The Retirement Group is not affiliated with ExxonMobil.

The Retirement Group
5414 Oberlin Drive
San Diego, CA 92121
(800) 900-5867


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The Retirement Group

Partners in Retirement

Whether you’re approaching retirement, currently retired, or looking for direction on where to start; our retirement planning process can help you understand the most important questions that you should be asking. Examining the right questions will assist you in planning to meet your future goals.

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