Mini Bite: Net Unrealized Appreciation

Posted by Mike Long, CFP®, ChFC®, CLU®

Jan 30, 2020

In this 5-minute video, Mike takes a quick look at an important tax-saving election that may be available to qualified retirement plan participants whose accounts hold employer stock. If a qualified plan invests in employer stock, the participant may be able to have appreciation of the stock taxed at favorable long-term capital gains tax rates upon distribution instead of ordinary income tax rates.

The Boston Institute of Finance’s Mini Bite video series aims to tackle key financial planning topics that are both important in practice and testable on CFP® Board’s certification exam.

Find more helpful videos on The Boston Institute of Finance's YouTube page

Topics: Mini Bites Video Series