Episode 128
How to Approach Your Stock Holdings With a Low Basis
January 27, 20259m 22s
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Show Notes
“Hey Mike, what’s the best way to deal with a company stock that has a low basis?” Discover what “Net Unrealized Appreciation” is and how it may be a good tax strategy for you when you get ready to retire.
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Topics
retirementstocksinvestments401kstock marketlow basisbasisstock basispersonal financeinvesting strategy