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Investors & landlords
Depending on your situation with the employer stock and their requirements upon the distribution, your age and your total income tax situation there are too many variables to take into consideration ( roll it all if you can, roll some, sell some, this year, next year). I had a client that didn't take the advice given and ended up paying 3 times the taxes he should have if he had stuck to the plan. Seek professional help to plan how to pay the least in taxes possible.
<a rel="nofollow" target="_blank" href="https://www.kitces.com/blog/net-unrealized-appreciation-irs-rules-nua-from-401k-and-esop-plans/">htt...>
<a rel="nofollow" target="_blank" href="https://www.kitces.com/blog/net-unrealized-appreciation-irs-rules-nua-from-401k-and-esop-plans/">htt...>
‎June 4, 2019
8:15 PM