Tag Archives | net unrealized appreciation

NUA and Net unrealized appreciation

What Is Net Unrealized Appreciation?

Net unrealized appreciation is an underused and often unknown tax planning opportunity for those who own company stock inside a 401(k) plan. For many of the employees that participate in an employer-sponsored 401(k) plan, the assumption is that when money is withdrawn from the plan, it will be taxed at ordinary income tax rates. For […]

Continue Reading 3