chinaco
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- Joined
- Feb 14, 2007
- Messages
- 5,072
Anyone familiar with the special income tax treatment of net unrealized appreciation (NUA) under Internal Revenue Code (IRC) Section 402(e)4. My wife is in a Profit Sharing Trust with Mega corp. The article below seem to indicate that she could get favorable tax treatment when she reitres.
http://www.fpanet.org/journal/articles/2004_Issues/jfp0204-art7.cfm?renderforprint=1
http://www.fpanet.org/journal/articles/2004_Issues/jfp0204-art7.cfm?renderforprint=1