In this video, we break down:
- What Net Unrealized Appreciation (NUA) is
- How NUA can potentially reduce taxes on appreciated company stock
- Who benefits most from this strategy
- Common mistakes that can permanently eliminate the NUA opportunity
- Why NUA is not the right solution for everyone
- How NUA fits into retirement, estate, and charitable planning strategies
- Real-world examples of when NUA can create significant value
Many employees of companies like Amazon, Apple, Google, and other long-term growth companies may have substantial unrealized gains in employer stock. Understanding the tax implications before rolling over your retirement account could have a major impact on your long-term wealth.
If you’re approaching retirement and own company stock in a 401(k), this is a strategy worth exploring before making any decisions.
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