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.

What’s the right time to sell Restricted Stock Units (RSUs)?

Minnesota has a lot of large publicly traded employers. United Health, Target, Best Buy, Medtronic, US Bank, General Mills, are some of the biggest. Typically, these companies will use other forms of compensation to attract and retain employees. Restricted Stock Units (RSUs) are one of the most common.

Empoyer Stock Compensatio, Tax Planning, High Net Worth StrategyPhillip R. ChristensonSeptember 24, 2020Phillip James Financialrestricted stock advisor, fee only advisor, fiduciary advisor, retirement advisor, Minnesota financial advisor, retirement planning, CH Robinson employee restricted stock units (RSUs), Polaris employee restricted stock units (RSUs), Pentair restricted stock units (RSUs), Christopher & Banks restricted stock units (RSUs), tile shop restricted stock units (RSUs)

In Depth Understanding of Employer Stock Compensation (Part 1)

Weather you just started receiving employer stock as part of your compensation package or have been receiving it for several years, having a plan in place for managing this critical component of your income and net worth is essential.