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401(k) Net Unrealized Appreciation (NUA) Rules And Caveats

Jul 12, 2017 · Internal Revenue Code Section 402(e)(4) defines the rules for getting favorable tax treatment of the “Net Unrealized Appreciation” (NUA) of employer stock held in an employer retirement plan, ultimately allowing gains that occurred inside the plan to be taxed outside the plan at preferential long-term capital gains rates.…

Net Unrealized Appreciation (NUA) Tax Rules [Updated 2019]

Apr 01, 2019 · I’m turning 70 1/2 in January 2018 and planning to distribute the company stock to my stock market margin account and the non-company portion to my traditional IRA on the understanding that I need to fully liquidate the 401K to take advantage of the NUA tax treatment.…