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 ...

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 ...

Most people are familiar with the idea of saving as much as possible during their working years and investing savings wisely to maximize returns once they retire. But it is just as important to ...

Employers often reward employees with shares of company stock through bonuses, deferred compensation, or matching retirement plan contributions. It is quite common for long-term employees to ...

Javascript is required for you to be able to read premium content. Please enable it in your browser settings. William G. Lako, Jr., CFP®, is a principal at Henssler ...