Net unrealized appreciation (NUA) is a tax strategy that can allow you to shift a portion of your retirement account from income taxes to the special, much lower, capital gains tax rate. When ...

Most people are familiar with the idea of saving as much as possible during their working years and investing savings wisely to maximize returns once they retire. But it is just as important to ...

Many people hold shares of their employer's stock in their company-sponsored retirement account. When the time comes to roll your 401(k) over, you need to understand the tax implications of employer ...

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 ...

With net unrealized appreciation, executives roll over company stock in their 401(k) to a brokerage account and pay long-term capital gains tax - instead of ordinary income tax - when the shares are ...

Owners of 401(k)s have options when they retire from their job. They can roll their entire 401(k) into a traditional IRA, which is the preferred route taken by many account owners, or they can leave ...