Picture of 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.

Please feel free to share comments, questions, or experiences below.

If you’re new to our blog and wish to receive weekly financial planning tips, please sign up for our eContent.

Brad E.S. Tinnon
CERTIFIED FINANCIAL PLANNER™
Facebook
LinkedIn
Twitter
Email
Print

Leave a Comment

Your email address will not be published. Required fields are marked *

OUR PLEDGE

  • No Sales Tactics
  • No Commissions
  • No Investment Limitations
  • No Sales Quotas
  • No Investment Minimums
  • No Minimum Fees
  • True Financial Planning
  • Satisfaction Guarantee

Stay Connected

Get Weekly Financial Tips

Scroll to Top

Thank you so much for signing up to receive periodic Finance Tips! We hope you enjoy the content.

* Downloading PDF will also sign you up to receive weekly financial tips. But don’t worry, you can always unsubscribe anytime.

Please check your email for the download instructions. We hope you enjoy the content!