We guide you through NUA strategies to help you make the most of employer stock options while managing tax exposure.
Employer stock can be a powerful asset—if managed strategically. We guide you through complex tax decisions so you can make the most of what you’ve earned.
NUA can create significant tax savings, but only when applied correctly. We help you understand if and when it’s right for you.
The wrong move can cost thousands in taxes. We help you avoid pitfalls and structure rollovers that support your long-term goals.
Timing matters with NUA. We work with you to ensure distributions align with lower tax brackets or life transitions.
NUA is just one piece of your financial puzzle. We make sure it fits seamlessly into your broader retirement strategy.
We dedicate ourselves to deeply understanding your unique circumstances, needs, and goals, ensuring we craft a tailored financial strategy to help you achieve your dreams.
Through thorough research and analysis, we develop and present a customized action plan designed to help you work towards your financial objectives.
Once we align on the proposed strategies, we execute the plan with authenticity, integrity, and confidence to pursue your financial goals.
We regularly evaluate your progress, refining strategies as needed to help ensure you are on track to meet your financial goals, keeping you actively engaged throughout the process.
You have questions. You're not alone. Here are some of the most common things we help clients navigate—clear answers backed by experience and always tailored to your goals.
Yes. When used properly, NUA can fit into a broader plan for tax-smart distributions and income planning.
It depends on your tax bracket, goals, and whether you’re retiring. We help you weigh your options with clarity.
Not always. We’ll help assess whether the benefits apply in your situation or if another route makes more sense.
NUA lets you potentially pay long-term capital gains tax instead of ordinary income tax on employer stock. Timing and structure are key to getting it right.
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We’ll help you unlock potential tax savings on employer stock with strategic timing.
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed.
Avenor Wealth does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
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