
Using Net Unrealized Appreciation (NUA) can save retirees $60K-$80K in taxes on employer stock from 401(k) plans.
Retirees with low-cost-basis employer stock in their 401(k) can save $60,000 to $80,000 in federal taxes by using the Net Unrealized Appreciation (NUA) election instead of rolling the entire balance into an IRA. The NUA strategy involves taking a lum...

