A Hidden Tax Strategy: NUA
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A Hidden Tax Strategy: NUA
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Did you know there’s a little-known tax strategy that could help you save thousands in retirement? If you have company stock in your 401(k), you might be missing out on a huge tax break!
In this episode of Money Moves with MFG, we dive into Net Unrealized Appreciation (NUA)—a powerful yet often overlooked strategy that allows you to pay lower capital gains tax rates instead of higher ordinary income taxes on your employer stock.
Join us as we break down:
- How NUA works and who qualifies
- The tax savings potential compared to a traditional IRA rollover
- Key rules to avoid costly mistakes
- A real-world example of how NUA can maximize your wealth
If you're nearing retirement and have company stock in your 401(k), 403(b), ESOP, this strategy could be a game-changer. Tune in now to see if NUA is the hidden tax break you’ve been looking for!
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