Updated 2026-03-18

Company Stock in Your 401(k): NUA Tax Strategy Guide

Concentration risk of employer stock, NUA (Net Unrealized Appreciation) tax savings calculator, and when to diversify.

What You Will Learn

This guide covers everything you need to know about company stock in your 401(k): nua tax strategy guide. We break down the rules, compare your options, and provide tools to help you make informed decisions about your retirement savings.

Enable JavaScript for the full interactive experience with calculators, live data, and tools.

Pavlo Pyskunov

Pavlo Pyskunov

Managing Director & Investment Fund Director

Pavlo Pyskunov analyzes employer-sponsored retirement plans using IRS publications and DOL Form 5500 filings, helping workers maximize their 401(k) savings through data-driven guidance.

Last updated: 2026-03-18

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