Company Stock in Your 401(k)? Consider Net Unrealized Appreciation.
Company Stock in Your 401(k)? Consider Net Unrealized Appreciation. Company Stock in Your 401(k)? Consider Net Unrealized Appreciation. June 1, 2024 If you are currently holding company stock in your pre-tax retirement account, you may want to consider a tax planning strategy called Net Unrealized Appreciation (NUA). The NUA strategy primarily aims to reduce your
