Net Unrealized Appreciation (NUA)
Net unrealized appreciation (NUA) refers to an IRS provision regarding company stock inside a retirement plan. If you have come to this page to learn about NUA, then you are probably facing an important but potentially challenging decision. In particular, you may be investigating whether you should distribute some or all of these securities in-kind. […]
Quantifying the Value of Retirement Accounts
This article quantifies the immense value in not having to pay taxes on investment income and rebalancing (i.e., dividends, interest, and capital gains) within retirement accounts.