tax calculator · 2 min
NUA employer stock check
Compare net unrealized appreciation treatment against a full rollover when employer stock is inside a workplace plan.
Quick calculator
Get one quick answer here. Save it to your full map when it counts.
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Employer stock
Compare NUA with a full rollover
Ready when you are
Run the quick check to see your result here.
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Calculator disclosure
What you'll see here. This is an educational tool. Your planning inputs stay in your browser — The Retirement Atlas does not receive them. The numbers you'll see are observations and projections, not advice. They depend on the assumptions you enter and may not reflect your situation. Identifiable details (name, email, phone) are only collected if you separately choose to save your map, ask for help, or be matched with a licensed annuity specialist, and those flows have their own consent steps. Consult your own licensed financial professional before making any financial decision.