I am searching for information about how to model a NUA (net unrealized appreciation) stock distribution.
Any suggestions about how to model a NUA (net unrealized stock distribution). I would like to know the impact of using post-tax dollars in my thrift fund to enable me to remove stock by exchanging the cost basis with post-tax contributions without a taxable event during the fund liquidation. How can this be modeled? I did a search on NUA and Net Unrealized without turning up any matches. Surely someone has attempted to model this.