For ease of use, we will refer to 401 (k) plans and company stock in this article. However net unrealized appreciation applies any time you can meet the factors above. So, for example, it can apply to ...

Net unrealized appreciation (“NUA”) is the excess of the fair market value of employer securities at the time of a lump sum distribution over the cost or other basis of the securities to a qualified ...

Living Local 15 host Jessica Williams sits down with Caleb Doane from Foster Financial as he explains Net Unrealized Appreciation and how you can use it in your financial portfolio. Learn more at ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. While growth is wonderful to see in a 401(k), it’s ...