Net Unrealized Appreciation: The 401(k) Tax Trick You're Missing

Send us Fan Mail Most retirees rolling over a 401(k) assume the IRA rollover is the smartest move — but for executives and long-tenured employees holding company stock, that assumption could cost hundreds of thousands of dollars in unnecessary taxes. In this episode, we break down Net Unrealized Appreciation, or NUA, the retirement tax strategy that most financial professionals never mention. NUA allows you to move appreciated company stock out of your 401(k) and pay long-term capital gains r...