Do you own company stock in your employer-sponsored retirement plan that you’re looking to roll over to an IRA?
Before you make any moves, there may be a tax break available to you that could save you a significant amount of money: the Net Unrealized Appreciation (NUA) tax break.
Completing an in-kind distribution (as opposed to a direct rollover to an IRA) could save you thousands of dollars in taxes.
To better understand how it works, click here to download “The Power of NUA in Numbers.”
For professional assistance with tax planning strategies, contact our office at 703-466-0477 to schedule a time to visit.
Securities offered through Triad Advisors, LLC, Member FINRA/SIPC
Advisory Services offered through AMJ Financial Wealth Management LLC
AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors LLC