Many corporate employees accumulate company stock in their retirement plans without realizing that special tax rules may apply. Missing those rules can lead to significantly different tax outcomes when shares are distributed.

Join us to explore the basics of Net Unrealized Appreciation (NUA) and the circumstances under which it may be considered. We'll discuss how company stock is treated under different distribution scenarios and the questions many employees should evaluate before retirement.

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.