
SFG Tax Tips - February 9, 2018
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
Unless otherwise expressly indicated, the opinions or views expressed in this article are the author's own and do not reflect, and may differ from, the opinions or views of Strategic Financial Group, LLC or others within Strategic Financial Group, LLC, including its officers, managers, owners, employees or other service providers.