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That’s why we put together an actionable guide with tips on the Net Unrealized Appreciation tax strategy. Get your questions answered and dig deeper with our complimentary guide.
As with most IRA and tax strategies, the NUA strategy comes with a few “don’ts.” Any one of these could mean a loss of your ability to take advantage of the NUA tax benefit. In the guide, we cover the 12 things you need to avoid:
To get the whole list, and to answer the rest of your questions about this tax strategy, 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.
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.