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The NUA Strategy Retiring Executives Use to Cut Taxes on $500,000 of Company Stock in Their 401(k)
YahooMay 16, 2026
A 62-year-old executive retires from Apple (NASDAQ:AAPL) with $500,000 of company stock sitting inside her 401(k), and an original cost basis of $80,000. Her advisor wants to roll the entire balance to an IRA. That single move would cost her tens of thousands of dollars she will never get back, because it forfeits the only ... The NUA Strategy Retiring Executives Use to Cut Taxes on $500,000 of Company Stock in Their 401(k)
