Net Unrealized Appreciation treatment for executives?
Hi,
Are there any NUA limitations for company executives, or are all C-Corp executives (including the founder, President, etc) eligible? Thanks.
Hi,
Are there any NUA limitations for company executives, or are all C-Corp executives (including the founder, President, etc) eligible? Thanks.
Permalink Submitted by mk foss on Tue, 2009-11-17 19:51
There are no special rules or limitations fro executives in applying the NUA rules.
Anything effecting executives would have been dealt with when the money came into the plan.
There was a problem at one time with lump sum distributions when an individual was a trustee of the plan. I haven’t heard about that in a long time. I think it was a DOL issue not IRS.