Serving Clients with Personal Attention Since 1933

Calculators

Please try our wide variety of interactive financial problem solvers. Simply enter your criteria and you'll get your questions answered with dynamic graphs and personalized reports.

Net Unrealized Appreciation (NUA) Versus IRA Rollover

Consideration of NUA strategy is important if you are distributing highly appreciated employer securities from your prior employer's qualified plan, such as 401(k). Cost basis, the value of the employer contribution on your behalf is subject to ordinary income tax upon distribution.


Assets and Assumptions
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Greenlee, Kurras, Rice, Brown
Certified Public Accountants
627 N Donnelly Street, Mount Dora, FL 32757

Phone: (352) 383-6300 | Fax: (352) 383-6356 | info@gkrb.com
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Certified Public Accountants 2021