For ease of use, we will refer to 401 (k) plans and company stock in this article. However net unrealized appreciation applies any time you can meet the factors above. So, for example, it can apply to ...

The benefit of tax deferral offered by retirement accounts is a powerful tool that can allow individuals to accumulate substantially larger nest eggs to fund retirement spending than the savings they ...

Net unrealized appreciation (“NUA”) is the excess of the fair market value of employer securities at the time of a lump sum distribution over the cost or other basis of the securities to a qualified ...

“The following is sponsored content from NorthStar Financial and Retirement Planning” For those who own company stock today we’re having a conversation about Net Unrealized Appreciation often referred ...

Living Local 15 host Jessica Williams sits down with Caleb Doane from Foster Financial as he explains Net Unrealized Appreciation and how you can use it in your financial portfolio. Learn more at ...

Employers often reward employees with shares of company stock through bonuses, deferred compensation, or matching retirement plan contributions. It is quite common for long-term employees to ...

Taking advantage of the special tax break for net unrealized appreciation on lump-sum distributions from a retirement plan most often was a fairly simple decision, but given all the tax changes that ...