Chevron employees with company stock in their retirement plans often overlook planning opportunities tied to Net Unrealized Appreciation (NUA). This webinar explains how NUA works, who it may apply to, and why it’s frequently misunderstood. We’ll break down the rules in plain language so you can better evaluate whether this approach fits your situation.

You’ll also learn about common missteps that occur when company stock is rolled over or distributed without proper analysis. By understanding timing, tax treatment, and eligibility requirements, you’ll be better equipped to have informed conversations before making major retirement plan decisions.

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is not affiliated with or endorsed by Chevron. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.