Tag
nua
2 posts tagged nua
- RSU Management·
The RSU tax-saving playbook for US employees: harvesting, donor-advised funds, NUA and the 83(b) myth
The legitimate tax-saving plays for US employees with RSUs: tax-loss harvesting around the wash-sale rule, donating appreciated shares via a donor-advised fund, NUA on 401(k) company stock, tax-gain harvesting, and why 83(b) doesn't apply to RSUs.
- US Investing·
Net Unrealized Appreciation (NUA): the employer-stock 401(k) tax break
NUA lets you tax the gain on employer stock in a 401(k) at long-term capital gains rates instead of ordinary income — when the basis is low enough to matter.