NUA Choice: A Tax Strategy to Consider If You Own Company Stock

by Firm Staff on Sep 16, 2021

Tax Planning, Retirement Planning
Do you own any of your employer’s company stock inside your employer’s 401(k), ESOP, profit sharing plan, or other retirement plan? Has it gone up in value since you got it? If so, you should start thinking about what to do with the stock when you retire or leave your employer. Your decision can have big tax consequences.