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How to Save Taxes with the Net Unrealized Appreciation Rules for Company Stock in a 401(k)
Kristin McKenna in Forbes; subscription may be required 
Sept. 8, 2021 "Under the net unrealized appreciation rules, employees can roll over the portion of their 401(k) invested in company stock to a brokerage account and pay tax at more favorable long-term capital gains tax rates (rather than higher ordinary income rates) when the shares are sold. It doesn't always make sense to use NUA -- or keep employer stock in your retirement plan -- so carefully weigh the pros and cons." |
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