A little known rule in the Internal Revenue Code (IRC) may offer tax advantages on a distribution of highly appreciated company stock. The appreciation above the price that you paid for your tock within qualified plans is known as Net Unrealized Appreciation or NUA.
Adam is a Candidate for CFP® certification, a trusted fiduciary and fee-only financial planner at Elderado Financial. He works passionately to help families pay less in taxes and give more to the people and organizations they care about.
For more information contact us at 970-249-9900 or visit www.elderadofinancial.com