Net unrealized appreciation (NUA) is a tax strategy that can allow you to shift a portion of your retirement account from income taxes to the special, much lower, capital gains tax rate. When ...

Net unrealized appreciation (“NUA”) is the excess of the fair market value of employer securities at the time of a lump sum distribution over the cost or other basis of the securities to a qualified ...

Living Local 15 host Jessica Williams sits down with Caleb Doane from Foster Financial as he explains Net Unrealized Appreciation and how you can use it in your financial portfolio. Learn more at ...

Taking advantage of the special tax break for net unrealized appreciation on lump-sum distributions from a retirement plan most often was a fairly simple decision, but given all the tax changes that ...

Net Unrealized Appreciation (NUA) allows 401(k) holders with appreciated employer stock to pay ordinary income tax only on the cost basis at distribution, with appreciation taxed at long-term capital ...

HENDERSON, Ky. (WEHT) — One person is dead following a fatal crash in Henderson. Officials with Henderson Dispatch say they got a call about the accident at 1:56 p.m. They say Henderson Police, ...