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Net unrealized appreciation (NUA) calculator

Taking an in-kind distribution from your employer's company stock retirement plan and contributing it to a taxable investment account could change how it is taxed. Use this calculator to see the whether this option could benefit your retirement savings.

In partnership with your tax professional, an Ameriprise advisor can help minimize the impact of taxes on your financial goals.

3-Minute Confident Retirement Check

How confident are you in the progress you are making toward your financial goals? See where you stand in 3 minutes.

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The information in this document is provided by a third party and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial Services, LLC. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributees shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this service. 
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.