What Happens to 401K When You Leave a Job

What Happens to 401K When You Leave a Jobにまつわる興味深い視点を詳しく紐解きます。

If your 401k was loaded with your old company’s stock, watch out. You might have Net Unrealized Appreciation (NUA)—a fancy term that means you can pay lower capital gains taxes on that stock if you move it to a taxable brokerage account instead of an IRA. It’s a weird loophole, like finding a coupon for a Ferrari. Consult a pro. Most people ignore this, which is like walking past a $100 bill on the sidewalk because you’re texting.

佐々木 一輝

佐々木 一輝

ビジネス戦略アナリスト

Webメディアでの編集・執筆歴10年。読者の好奇心を刺激するストーリー作りを心がけています。

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