Before You Can Use the NUA Strategy, You Need One Number — the cost basis of your employer stock, and how to get it before the distribution. NUA Follow-Up Series Part 2.
Tax & Estate Planning

Before You Can Use the NUA Strategy, You Need One Number – NUA Cost Basis

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The NUA strategy hinges on one number — the cost basis of your employer stock. Most participants have never seen it. This second installment in the series explains exactly what it is, who maintains it, and how to request it before the distribution paperwork arrives.