NUA vs. IRA Rollover

Company stock in a 401(k) can use special NUA tax treatment. See if it beats a rollover.

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Lower tax

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With Net Unrealized Appreciation, you pay ordinary tax on the basis now and capital gains on the appreciation when you sell. A rollover defers everything but later taxes all of it as ordinary income. This compares the two total tax bills, ignoring timing and future growth. Consult a tax advisor.

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