Net unrealized appreciation (NUA) is a tax strategy that can allow you to shift a portion of your retirement account from income taxes to the special, much lower, capital gains tax rate. When ...

Many people hold shares of their employer's stock in their company-sponsored retirement account. When the time comes to roll your 401(k) over, you need to understand the tax implications of employer ...

The benefit of tax deferral offered by retirement accounts is a powerful tool that can allow individuals to accumulate substantially larger nest eggs to fund retirement spending than the savings they ...

A distribution from your employer's qualified retirement plan (for example, a 401(k), profit-sharing plan, or ESOP) is generally subject to ordinary income tax at the time you receive the distribution ...

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 ...

As vital as taxes may be to a functioning nation, relatively few people are clamoring to pay more of them. (Much respect to Mr. Buffett, for example.) That's especially true when it comes to the money ...

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 ...

“The following is sponsored content from NorthStar Financial and Retirement Planning” For those who own company stock today we’re having a conversation about Net Unrealized Appreciation often referred ...