Episode 18: Your Company Stock & The Hidden Potential of Net Unrealized Appreciation
Update: 2025-07-01
Description
In this episode of Retire Stronger, hosts John Foard and Bill Kearney delve into the concept of Net Unrealized Appreciation (NUA), a tax strategy that can significantly benefit individuals with substantial company stock in their 401k plans. They explain how NUA works, who should consider it, and the potential tax savings it offers compared to traditional withdrawal methods. The conversation includes real-world examples, the strict IRS rules governing NUA, and the importance of consulting with financial professionals. The hosts also discuss the differences between NUA and Roth conversions, and strategies for managing company stock after executing an NUA transaction.
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