May 26, 2017

The Power of NUA in Numbers

You may have heard of the Net Unrealized Appreciation tax break, but it’s important to fully understand the impact it can have on your taxes.

If you own company stock in your employer-sponsored retirement plan and you’re looking to roll it over to an IRA, this tax break can create significant savings.

However, rather than doing a direct rollover with your stock, this strategy requires an in-kind distribution, so be sure to review your options prior to making any moves to capitalize on this tax break!

Click here for a better understanding of the impact that the NUA tax break can have on your retirement.

Have more questions about your qualified retirement accounts? We are here to help! Give us a call at 703-466-0477 to schedule a time to discuss further.

Securities offered through Triad Advisors, Inc. LLC. Member FINRA/SIPC.

The information provided for informational purposes only, and does not constitute an offer, solicitation, or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions, and estimates are subject to change or correction without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences.



Securities offered through Triad Advisors, LLC, Member FINRA / SIPC 

Investment advisory services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC