9 Smart NUA vs Rule of 55 Plays for Your 2025 Lump-Sum (with Simple Tax Math)
9 Smart NUA vs Rule of 55 Plays for Your 2025 Lump-Sum (with Simple Tax Math) NUA vs. the Rule of 55: choose by “what gets taxed, when” If you’re eyeing a 2025 lump-sum from a 401(k) with employer stock, the choice is simple in spirit: use Net Unrealized Appreciation (NUA) when your stock’s basis … Read more