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09.09.25 Ask An Advisor With Wes Moss

The Clark Howard Podcast

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Understanding Economic Disparities and NUA

This chapter explores the disconnect between stock market performance and the real economy, highlighting strong earnings growth amidst challenging economic indicators. It also delves into the mechanics of the Net Unrealized Appreciation (NUA) rule for managing company stock within a 401k, providing clarity on its tax benefits and rollover requirements.

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