Tag Archives | NUA

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 For many of the employees that participate in an employer-sponsored 401(k) plan, the assumption is that when money is withdrawn from the plan, it will be taxed at ordinary income tax rates.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 […]

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