SFG Tax Tips - February 9, 2018

Chad Hassinger |
Categories
Tax Planning

By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning

February 9, 2018

Do you have a 401(k) or ESOP with your company's stock inside it?  If so, you may be able to take advantage of a little-known IRS tax break called "Net Unrealized Appreciation" or NUA. There are a lot of nuances to NUA but you may be able to get favorable capital gains treatment for your company stock inside your 401(k) versus ordinary income tax treatment.  If you would like more information, you may refer to the following document: 

net_unrealized_appreciation.pdf

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