If you hold company stock in your 401(k), you could benefit from a little-known tax strategy called Net Unrealized Appreciation (NUA). In the right circumstances, NUA may allow you to pay lower long-term capital gains tax on stock growth instead of higher ordinary income tax—potentially saving thousands in retirement.

This guide explains:

• What NUA is and how it works
• Key qualifiers and triggering events
• Common mistakes to avoid
• When NUA may (or may not) be right for you

Don’t risk missing out on valuable tax opportunities. Download the full guide to see if NUA could enhance your retirement strategy.