Net Unrealized Appreciation: Topics to Review Before You Roll Over Employer Stock
Employer stock sitting inside a 401(k) raises a net unrealized appreciation question when you leave your job. Here is what to review before you decide.
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Net Unrealized Appreciation on Employer Stock in a 401(k): Topics to Review With Your Tax Advisor
A 401(k) holding employer stock has a lesser-known tax election attached to it. Here are the topics worth raising with a tax advisor before rolling the account over.