Net Unrealized Appreciation An employee who owns company stock in their employer’s retirement plan will eventually have to decide how to distribute those assets—typically when you retire or change employers. Taking a distribution could leave the plan participant facing hefty taxes. However, a tax break—taking advantage of “net unrealized appreciation” (NUA)—can reduce ordinary income taxes.Continue reading “Net Unrealized Appreciate for Employee Stock Ownership”
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Net Unrealized Appreciate for Employee Stock Ownership
Net Unrealized Appreciation Employees who own company stock in their employer’s retirement plan will eventually have to decide how to distribute those assets typically when they retire or change employers. Taking a distribution could leave the plan participant facing hefty taxes. However, a tax break taking advantage of “net unrealized appreciation” (NUA)” can reduce ordinaryContinue reading “Net Unrealized Appreciate for Employee Stock Ownership”