Qualified Plans
Net Unrealized Appreciation (NUA) Versus IRA Rollover
Compare the after-tax outcome of taking employer stock via NUA versus rolling to an IRA.
Your numbers
Results
- After-tax value using NUA
- $161,500
- After-tax value if fully rolled to IRA (withdrawn immediately)
- $136,000
- Advantage of NUA strategy
- $25,500
Estimates only. Nothing you enter is sent to us or stored.
More in qualified plans
Evaluate My Company Pension Payout Options
Compare a lump sum against the present value of a lifetime monthly annuity.
What Is The Impact Of Borrowing From My 401(k) Plan?
See the retirement balance you give up by taking a loan against your 401(k).
What Is The Impact Of Early Withdrawal From My 401(k)?
Taxes, penalty, and lost future growth from cashing out a 401(k) early.
Self-Employed Retirement Plan Maximum Contribution Calculator
Estimate the maximum deductible contribution to a self-employed retirement plan.
What Are My Stretch IRA Distributions?
Estimate annual distributions for a beneficiary spreading an inherited IRA over time.
How Much Can I Contribute To An IRA?
Determine your allowable IRA contribution based on income and the annual limit.
Let's talk about your numbers.
Tell us where your business is today and what you're planning next. We'll tell you plainly whether we're the right fit.