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Net Realized Appreciation
Автор: Matthews Wealth Management
Загружено: 2020-06-30
Просмотров: 147
Описание:
Do you own company stock inside of your 401(k) or an Employee Stock Ownership Plan (ESOP)? Did you know you have a choice regarding how to pay taxes on that portion of your savings?
Net Unrealized Appreciation is a tax planning strategy that minimizes the overall effective tax rate applied to the gains of company stock. What would you do with an extra $17k that you didn't have to pay to the IRS?
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