Net Unrealized Appreciation
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 | NUA Is for Beneficiaries and Heirs, Too If you die while you still hold employer securities in your retirement plan, your
plan beneficiary can also use the NUA tax strategy if he or she receives a lump-sum
distribution from the plan. The taxation is generally the same as if you had received
the distribution yourself. The stock won't receive a step-up in basis, even
though your beneficiary receives it as a result of your death. | More Details |
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IMPORTANT DISCLOSURES
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
This communication is strictly intended for individuals residing in the state(s) of PA. No offers may be made or accepted from any resident outside the specific states referenced. |
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025. |
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