Golden apple symbolizing employer stock, with seeds representing future growth in retirement accounts under Net Unrealized Appreciation (NUA)

Net Unrealized Appreciation (NUA) – A Tax-Efficient Strategy for Employer Stock in Retirement Accounts

Retirement

Introduction to Net Unrealized Appreciation (NUA) Net unrealized appreciation (NUA) is a unique tax-deferral strategy for individuals who possess employer stock in their retirement accounts. NUA represents the difference between the original cost basis of these shares and their current fair market value. When you distribute this stock from your

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