Company Stock in a 401(k) Gets a Special Tax Break. One Standard Rollover Erases It Forever.

Company Stock in a 401(k) Gets a Special Tax Break. One Standard Rollover Erases It Forever.

The post Company Stock in a 401(k) Gets a Special Tax Break. One Standard Rollover Erases It Forever. appeared first on 24/7 Wall St.. Millions of workers hold shares of their employer’s stock inside their 401(k). When those shares appreciate over a career, the IRS offers a rarely used tax break called Net Unrealized Appreciation, or NUA. It lets an employee pay ordinary income tax on the original cost of the shares and long-term capital gains r…