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The Wealth Planning Podcast - Season 2 Ep. 9 - Tax Kung Fu: Net Unrealized Appreciation

The Wealth Planning Podcast - Season 2 Ep. 9 - Tax Kung Fu: Net Unrealized Appreciation

January 09, 2026

Do you have the option to allocate some of your 401k dollars to buying your own company stock? If so, when you retire, you have an opportunity for some additional tax efficiency. In this episode, Jason breaks down the Net Unrealized Appreciation tax rules.

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