Calculating Net Unrealized Appreciation NUA in 5 Easy Steps

Do you own company stock inside your 401(k) and are considering rolling it over to an IRA? Before doing so, be sure to consider to ask about Calculating Net Unrealized Appreciation (NUA) tax break that maybe available to you! 
This special tax break allows you to pay long-term capital gains rates on the growth of your shares versus ordinary income rates, which can create up to a 20% savings on your tax bill.

Free guide to Calculating Net Unrealized Appreciation NUA

Don’t miss this potential savings! Before rolling over your 401(k), fill out the form below to receive our white paper, “Calculating NUA in 5 Easy Steps.”
Have more questions about your qualified retirement accounts? We are here to help! Give us a call at 408-459-8383 to schedule time to discuss further.