Net Unrealized Appreciation (NUA) is potentially a tax-saving strategy for investors who hold highly appreciated company stock in their 401(k). By paying taxes today on the basis in their stock, they can potentially pay a much later tax rate down the road on the appreciated portion of the asset.
How To Use This Calculator
- This calculator will help investors determine if utilizing NUA today will create or destroy value.
- It is prepopulated with default values for different questions. Adjust these values based on your individual circumstances to change the expected value creation.
- This calculator assumes that current tax laws remain in place; there is always a risk that these may change, especially over long time horizons.
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<p><a href="https://taxefficientinvestor.com/tools/nua/">Net Unrealized Appreciation (NUA) Calculator</a></p> created by <a href="https://taxefficientinvestor.com/">TaxEfficientInvestor.com</a></p>