How Net Unrealized Appreciation Can Lower Your Taxes
If you hold company stock within a 401(k) account, here's a tax-saving strategy that could significantly reduce your tax liability: Net Unrealized Appreciation (NUA) treatment. This often-overlooked method can save you thousands of dollars in taxes, but it's crucial to act while the stock is still in your 401(k). Let’s explore how NUA works and why it could be a game-changer for your retirement planning.