Net Unrealized Appreciation PC1365-Digital

TAX MANAGEMENT

NET UNREALIZED APPRECIATION

Net Unrealized Appreciation: The Untold Story

If you participate in a 401(k), ESOP, or other qualified retirement plan that lets you invest in your employer’s stock, you need to know about net unrealized appreciation – a simple tax deferral opportunity with an unfortunately complicated name. When you receive a distribution from your employer’s retirement plan, the distribution is generally taxable to you at ordinary income tax rates. A common way of

Wealth | Investments | Planning Commerce Trust Company

Made with FlippingBook - professional solution for displaying marketing and sales documents online