Net Unrealized Appreciation

When it comes to employer-sponsored retirement plans, such as 401(k)s, NUA can be a valuable strategy for those holding company stock. Our wealth management experts guide clients through the intricacies of NUA, helping them make informed decisions about whether to take advantage of this tax-saving opportunity. We analyze their unique circumstances, considering factors like stock appreciation, tax implications, and overall retirement goals. By offering comprehensive insights and strategies, we empower our clients to optimize their financial outcomes and maximize the benefits of NUA while ensuring their long-term financial security.