Net Unrealized Appreciation: How To Reduce Taxes On Employer Stock Gains [With Example]

NUA, or Net Unrealized Appreciation, refers to the gains (if any) on employer stock held inside a qualified retirement plan like a 401(k) or Employee Stock Ownership Plan.
Typically, withdrawals from these types of accounts are taxed as ordinary income. But under special circumstances, the IRS allows a direct transfer of stock from your employer plan to a brokerage account, where the NUA can receive favorable long-term capital gains tax rates instead.
Download this free flowchart to determine if you're eligible for NUA treatment on your company stock:
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