chinaco
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- Joined
- Feb 14, 2007
- Messages
- 5,072
DW has some company stock. When she takes her ER package at age 51, it is my understanding that she can take advantage of NUA (Net Unrealized Appreciation). There is a huge tax advantage.
Do any of you have any personal experience with using NUA. Is this something that we can do no our own or do we need to hire a tax accountant? I am just trying to figure out how to proceed and understand the restrictions and how to navigate it.
Thanx in advance.
Do any of you have any personal experience with using NUA. Is this something that we can do no our own or do we need to hire a tax accountant? I am just trying to figure out how to proceed and understand the restrictions and how to navigate it.
Thanx in advance.