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ESOPs & Net Unrealized Appreciation


Do you find yourself with the opportunity to purchase your employer's stock in your retirement account? It may seem like a great opportunity. You get to own shares of the company you work for and  as the company continues to grow and increase in profitability (hopefully thanks in some part to you) the share price goes up. It's a win-win.

 But the real advantage could come in the form of unique tax savings when it comes time to sell those shares and withdraw your money. That is when Net Unrealized Appreciation becomes important.

In this episode, Derek will dive into the benefit of Employer Stock Ownership Plans (ESOPs) and the value that net unrealized appreciation could provide to you from a tax planning standpoint.

Enjoy the episode!

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