Be WELLthy Blog

NUA: What to Know Before You Roll Over Company Stock

By Mitchell Kotheimer, CFP^® | Jun 22, 2026 |

Company stock in your 401(k)? NUA could mean paying capital gains rates instead of ordinary income on decades of appreciation.

June 16, 2026 |

Vocational Freedom is just the beginning. Here's how one financial advisor navigated the emotional and mental journey to retirement.

June 15, 2026 |

Washington's Millionaires' Tax includes a $100K deduction for Washington state charitable giving. Here's what it means.

June 08, 2026 |

Thinking about moving to a lower-tax state? Use this framework to weigh life and financial factors before making your decision.

May 25, 2026 |

Trump Accounts (Section 530A) open July 4. What families need to know about eligibility and the $1,000 federal seed.

May 18, 2026 |

Brighton Jones expands to Cleveland, bringing its Personal CFO approach to Ohio with lead advisor Mitchell Kotheimer.

May 11, 2026 |

Tax relocation decisions from California, New York or Washington require more than tax rate math. Domicile change models are imperfect.

May 04, 2026 |

Crypto tax loss harvesting may offer flexibility vs. stocks under current IRS rules. Learn how it fits into your tax strategy.

April 27, 2026 |

Your estate plan needs updates after divorce, inheritance, moving states, or selling a business. Learn when to review it and what to change.

April 20, 2026 |

Navigate spousal and child support by understanding the tax rules, modification options, and financial planning strategies.