https://www.bogleheads.org/wiki/Net_unr ... preciationWhat is NUA? Haven't heard of that before. I do not like how much company stock is in my 401k either, but it grows every year and gets a match. I have backed it down in my savings and try to do more towards traditional investments in my 401k now to slow it down.We do not know what tax law changes might come down in future years. But on the Company stock in the 401K, there is potentially the NUA option which is attractive if the stock appreciates substantially. The ideas there, keep the lower cost basis stocks as you rebalance.
Trying to get it closer to 10% but its going to take a while.
Statistics: Posted by lakpr — Tue Jul 09, 2024 10:22 am — Replies 40 — Views 2813