The Power of NUA in Numbers
You may have heard of the Net Unrealized Appreciation tax break, but it’s important to fully understand the impact it can have on your taxes.
If you own company stock in your employer-sponsored retirement plan and you’re looking to roll it over to an IRA, this tax break can create significant savings.
However, rather than doing a direct rollover with your stock, this strategy requires an in-kind distribution, so be sure to review your options prior to making any moves to capitalize on this tax break!
Have more questions about your qualified retirement accounts? We are here to help! Give us a call at 703-466-0477 to schedule a time to discuss further.
Securities offered through Triad Advisors, Inc. LLC. Member FINRA/SIPC.
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