The $100K Tax Mistake Hidden in Your 401(k) Net Unrealized Appreciation
If you’re a high-income executive or professional with company stock in your 401(k), there’s a silent tax strategy sitting in your portfolio—waiting to be used or missed. It’s called Net Unrealized Appreciation, or NUA. And while it sounds like something only a tax accountant would care about, NUA can be one of the most powerful ways to […]