WebNUAs, or net unrealized appreciation, is a special tax strategy available for those with company stock in a 401 (k) plan. The strategy uses a lesser known tax rule that under … WebNUA is subject to tax at capital gains rates — not ordinary income tax rates, which can be much higher. Additionally, the NUA is not subject to the 3.8% Medicare surtax on net …
ConocoPhillips 401k: How to Maximize Your NUA Opportunity
Web15 okt. 2024 · This picture should help. To put it simply, many of you may face 22/24/32+% tax brackets with your future distributions from your pre-tax retirement plan (401k or … WebIf the requirements are met, NUA can be a tax-efficient means of distributing all or a portion of employer stock. Keep in mind that NUA might not ultimate-ly benefit your long-term … tim green facebook
Own Stock in Your 401k? You Need to Know About NUA - YouTube
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