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http://www.retirementdictionary.com/n.htm

However, one exception to this rule that can provide clients with significant tax savings is the Net Unrealized Appreciation (NUA) rules under IRC § 402(e)(4).
http://www.cannonfinancial.com/news/newsDetail.cfm?ID=68

Net Unrealized Appreciation (NUA) vs. IRA Rollover. The NUA is important if you are distributing highly appreciated company stock from your tax-deferred employee-sponsored ...
http://helpmefinancial.com/calculator/qua13/net-unrealized-appreciation-nua-vs-ira-rollover/

Employer Stock Distributions How to Handle Net Unrealized Appreciation (NUA) On Employer Stock. Today, many qualified retirement plans contain employer stock.
http://www.northhillsmonthly.com/200610/financial_matters.php

Changes in Net Unrealized Appreciation/         (Depreciation) 0.00 : 0.00 : Ending Investment Assets   - 08/31/06   $     700,000.00   $     700,000.00
http://www.angelina.edu/investment/web0806-changes.htm

... other than a lump sum distribution, the amount actually distributed to any distributee from a trust described in subsection (a) shall not include any net unrealized appreciation in ...
http://www.law.cornell.edu/uscode/html/uscode26/usc_sec_26_00000402----000-.html

Changes in Net Unrealized Appreciation/         (Depreciation) 0.00 : 0.00 : Ending Investment Assets   - 05/31/06   $     700,000.00   $     700,000.00
http://www.angelina.edu/investment/0506.htm

There are many financial issues that apply to a small group, relatively speaking, but for those for whom it applies, there?s some savings to be had by being aware.
http://www.blog.joetaxpayer.com/archives/65

Distributions of employer stock from 401(k) plans: taking advantage of net unrealized appreciation If you participate in an employer-sponsored retirement plan and decide to change ...
http://www.tuveinvestments.com/pdf/Retirement/Net%20unrealized%20appreciation.pdf

Net Unrealized Appreciation Employee Stock Plan Distribution: Some qualified retirement plans are permitted to hold employer's stock. Diversify Tax Free: An excellent means for tax ...
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Have you ever wondered: How long will it take to grow my savings? Where is the smartest place to invest? How much do I need to retire? Where should I turn for credit counseling?
http://dolans.com/calculators/Net_Unrealized_Appreciation__NUA__vs__IRA_Rollover.html

Financial Calculators, )1998-2007 KJE Computer Solutions, LLC. For more information please see http://www.dinkytown.net
http://www.eatonvance.com/retirement/java/StockRollover401k.php

The NUA is important if you are distributing highly appreciated company stock from your tax-deferred employee-sponsored retirement plan, such as a 401(k).
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303 W. Madison St., Suite 2600 ? Chicago, IL 60606 ? www.TheCochlanGroup.com SOLUTIONS FOR EXECUTIVES & DIRECTORS As an individual nears retirement, it is important to begin to ...
http://www.thecochlangroup.com/pdf/nov04/net-unrealized-appreciation.pdf

AssetBuilder is a SEC-registered Investment advisory firm that has developed statistically efficient Building Block portfolios using Dimensional Advisor funds ? risk-calibrated ...
http://assetbuilder.com/blogs/scott_burns/archive/2006/01/17/The-Net-Unrealized-Appreciation-Decision_2C00_-up-close.aspx

Special rules apply when a retirement plan's lump-sum distribution is composed in whole or in part of securities of the employer corporation. Under these rules, employees are not ...
http://www.amper.com/publications/review/Su05-3-net-unrealized-appreciation.asp

8 Reaping the Benefits of Net Unrealized Appreciation THIS LITTLE-KNOWN STRATEGY CAN GENERATE BIG SAVINGS. Transferring assets out of a company's retirement plan can present ...
http://www.raymondjames.com/Branches/c2c/38v/JTSwealth/pdfs/worthwhile_nua.pdf

303 W. Madison St., Suite 2600 ? Chicago, IL 60606 ? www.TheCochlanGroup.com SOLUTIONS FOR EXECUTIVES & DIRECTORS As an individual nears retirement, it is important to begin to ...
http://www.bankconsultinggroup.com/pdf/nov04/net-unrealized-appreciation.pdf

AssetBuilder is a SEC-registered Investment advisory firm that has developed statistically efficient Building Block portfolios using Dimensional Advisor funds ? risk-calibrated ...
http://assetbuilder.com/blogs/scott_burns/archive/2006/01/31/Net-Unrealized-Appreciation_2620_-And-Other-Tax-Pitfalls.aspx

Getting Your Financial Ducks in a Row This blog is intended to house Jim's thoughts and ideas on financial planning and advice.
http://www.bfponline.com/blog/2008/11/net-unrealized-appreciation.html

Acronym Finder: NUA stands for Net Unrealized Appreciation ... Suggest new definition. This definition appears very rarely and is found in the following Acronym Finder categories:
http://www.acronymfinder.com/Net-Unrealized-Appreciation-(NUA).html

The purpose of the 401(k) Net Unrealized Appreciation vs. Rollover calculator is to examine the possible tax benefits of transferring your 401(k) investments to a taxable account.
http://www.mortgageloan.com/calculator/401k-net-unrealized-appreciation-rollover-calculator

Key Phrase page for net unrealized appreciation: Books containing the phrase net unrealized appreciation
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FPA Journal - Contribution: Revisiting Net Unrealized Appreciation: A Tax-Wise Strategy That May Realize More Benefits Than Ever
http://spwfe.fpanet.org:10005/public/Unclassified%20Records/FPA%20Journal%20February%202004%20-%20Contribution_%20Revisiting%20Net%20Unrealized%20Appreciation_%20A%20Tax-Wi.pdf

Acronym Definition; NUA: Net Unrealized Appreciation: NUA: National Unity Alliance (Sri Lanka) NUA: Network User Address: NUA: Network Users Association
http://acronyms.thefreedictionary.com/Net+Unrealized+Appreciation

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http://dictionary.reference.com/browse/net+unrealized+appreciation&

net unrealized appreciation - definition of net unrealized appreciation - NUA. The change (positive or negative) in value that shares held in a tax-deferred account will ...
http://www.investorwords.com/6869/net_unrealized_appreciation.html

Part III.--Administrative, Procedural, and Miscellaneous Net Unrealized Appreciation in Employer Securities Notice 98-24 PURPOSE This notice provides guidance concerning the tax ...
http://www.irs.gov/pub/irs-drop/not98-24.pdf

Net Unrealized Appreciation (NUA) - Definition of Net Unrealized Appreciation (NUA) on Investopedia - The difference in value between the average cost basis of shares and ...
http://www.investopedia.com/terms/n/netunrealizedappreciation.asp