Net Unrealized AppreciationAt year end, Nationally-known IRA Expert and Contributing Authorto InvestmentNews.com Ed Slott ...
Contact Connie for List of CPA, Tax advisors and Living Trusts Lawyers inthe bayareaConnie Dello Buono , Financial Represe...
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Net unrealized appreciation from an IRA expert san jose california 408 854-1883

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Net unrealized appreciation from an IRA expert san jose california 408 854-1883

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Net unrealized appreciation from an IRA expert san jose california 408 854-1883

  1. 1. Net Unrealized AppreciationAt year end, Nationally-known IRA Expert and Contributing Authorto InvestmentNews.com Ed Slott reminds his readers who wereaffected by the economic turmoil and resulting layoffs of 2009 and2010 that they may qualify for a welcomed Net-Unrealized-Appreciation (NUA) tax break. Whether recently separated fromservice or near retirement (or other triggering event), the concept ofNUA is important if you are distributing company stock from yourtax-deferred retirement plan, such as your 401(k).At Gradient Tax, we offer a simple, yet powerful, Net UnrealizedAppreciation tax service. Our team of CPAs and tax professionalsprovide a calculated report of an NUA treatment, comparing thelong-term capital gain tax rates versus the ordinary income tax rate ifrolled over to an IRA. Our presentation clearly defines theadvantages and disadvantages of the NUA treatment allowing you toexecute the proper course of action for your unique situation.Some advantages of the NUA treatment include: • Favorable long-term capital gains rates, rather than ordinary income tax rates • Required minimum distribution rules do not • Not subject to the 10% early distribution penalty tax (NUA portion only)Disadvantages are also present and may include the loss of tax-deferred growth through a rollover IRA and other penalties based onyour scenario. NUA is also limited to employer stock and othersecurities.Let our team of CPAs and tax professionals analyze your NUA tax-deferral opportunity.
  2. 2. Contact Connie for List of CPA, Tax advisors and Living Trusts Lawyers inthe bayareaConnie Dello Buono , Financial Representative1708 Hallmark Lane San Jose California 95124CA Life Ins Lic 0G60621www.gradientfg.com408-854-1883motherhealth@gmail.com

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