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 ...
Owners of 401(k)s have options when they retire from their job. They can roll their entire 401(k) into a traditional IRA, which is the preferred route taken by many account owners, or they can leave ...
Fact checked by Katrina MunichielloReviewed by Gordon ScottFact checked by Katrina MunichielloReviewed by Gordon Scott Net unrealized appreciation (NUA) is the difference in value between the average ...
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