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Net Unrealized Appreciation (NUA): A Smart Tax Move for Employer Stock?
Автор: Resolute Wealth Advisor
Загружено: 2025-11-10
Просмотров: 19
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If you hold company stock inside your 401(k), you may qualify for a tax strategy called Net Unrealized Appreciation (NUA).
In this short video, Ryan Geary from Resolute Wealth Advisors explains what NUA is, how it works, and the key tax considerations before taking advantage of it. Learn how NUA can change how your employer stock is taxed and what to discuss with your financial advisor and CPA before making any moves.
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