We’ve developed a guide with a deep technical dive into NUA in order to help you and your retirement. We are also offering a complimentary analysis from our team to make sure there’s nothing missing in your portfolio when it comes to your retirement and legacy.Download your guide
Do you have company stock in your 401(k)? Don’t withdraw anything until you know these important tax strategies, because they could help you build a more tax efficient retirement portfolio.
Net Unrealized Appreciation (NUA) provides a tax shield from the company stock growth you’ve made in your 401(k) and reduces your future taxable income. So it is imperative to know that if you take money out of the account without an NUA strategy, you will never have access to this huge tax advantage.
There are no do-overs.