Your Guide to the NUA Rule (Net Unrealized Appreciation)

With so many publicly traded companies located here in Minnesota (United Health, Target, Best Buy, Medtronic, US Bank, General Mills) it’s not surprising that we often have questions about the NUA rule. Anyone who has worked with one of these companies over a significant period of time may be looking at a large concentrated stock positions with a potentially huge tax burden in the near future. The NUA rule may help alleviate some of that burden but you have to do it the right way.

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