What is NUA / ESOP?

If you have company stock in your 401(k), this could be one of the most important episodes you ever hear. In “What is NUA / ESOP?” Jupiter Joe explains how Net Unrealized Appreciation (NUA) works, what an ESOP really means for your retirement, and how the right strategy could save you a significant amount in taxes. You’ll learn: • What NUA is and who it’s for • How company stock is taxed differently • When using NUA makes sense — and when it doesn’t • How one decision can impact your retirement income for life This isn’t just jargon — it’s a powerful planning tool most people never hear about.