Walnut Hill Advisors, LLC

How to “Remove” Stock from a 401(k)

NUA, or Net Unrealized Appreciation, is a fantastic advantage in the tax code. It is such a unique rule that, I’m not sure why it’s in there (probably a give away to large holders of company stock, i.e. executives), but it offers participants in a 401(k), who own their company’s stock in that 401k, to take that stock out with a huge tax advantage – when they separate from service.

I wrote an informative article on this subject and I will refer you there for more background on how, if you fall into this category, you can cut your taxes, avoid some RMD (required minimum distribution) on your IRA, and be much better off. Go to my in-depth article HERE on NUA.

If you want to skip the reading and you have questions or want to chat about your particular situation, fill out the contact form below and we will get in touch with you soon.

And if you want to read more on IRA’s try our IRA Page.

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