Obstacles of executing the NUA strategy
1. Very little appreciation in your Yum stock investment.
2. Insufficient cash reserves.
3. When Yum! Brands stock price is moving up and down drastically.
4. Potentially incur an early distribution penalty.
5. Don’t have a favorable capital gains rate
Benefits of executing the NUA strategy
1. Moderate to large appreciation in your Yum! Brands stock position.
2. Interested in saving taxes on your 401K distributions.
3. Want to diversify your investments as you plan for retirement.
4. Considering retirement within 10 years.
5. Potentially save thousands for retirement
If you believe you qualify or not, it is imperative that you go through the quiz. The NUA strategy is a fantastic
strategy for the right people at the right time and a horrible strategy for the wrong people at the wrong time. Take
the quiz to determine if you require additional consultation and analysis.
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