Brad Tinnon

Brad Tinnon

I’ve Been Published: Handling Company Stock in a 401k

I’m very happy to report that I’ve recently been published on Investopedia.com. The article is titled When Net Unrealized Appreciation Is A Bad Idea.

If you have publicly-traded company stock in a 401k plan then you may have heard of a strategy called net unrealized appreciation (NUA). The basic idea is that once you are eligible, you have an opportunity to rollover the employer stock in a very specific way and possibly save a tremendous amount of money in taxes. However, the strategy is not always as beneficial as it appears. In many cases, you may be better off by not engaging in NUA at all. Even if that means you will pay more in taxes.

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Brad E.S. Tinnon
CERTIFIED FINANCIAL PLANNER™
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