Bridgeview Capital Advisors, Inc.

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Tax Planning Mistakes To Avoid With NUA

Tax Planning Mistakes To Avoid With NUA
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Hi Reader,

Net Unrealized Appreciation or NUA is a retirement plan distribution tax strategy for those who hold highly appreciated company stock.

Withdrawing 401(k) funds in this manner can result in significant tax savings versus the more common rollover method.

However, there are some common mistakes impementing this tax strategy that can undo the savings and create additional tax headaches.

David N. Waldrop, CFP®

Owner of Bridgeview Capital Advisors, Inc. a Registered Investment Advisor.

5170 Golden Foothill Parkway, El Dorado Hills, CA 95762
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