ESOP Plan: What is Net Unrealized Appreciation (NUA)?

By |2020-04-23T15:39:28+00:00November 7th, 2018|401k|

Lockheed ESOP Plan: What is Net Unrealized Appreciation (NUA)? (Note: See January 2020 update in italics below) For many years, Lockheed Martin has rewarded its employees with LMT stock in the company ESOP plan. The longer those employees have worked for the company, the more they've seen that LMT [...]