In your trading platform, you will see something that says “Unrealized P/L” or “Floating P/L” with green or red numbers beside them. In this lesson, we explain what Unrealized P/L and Floating P/L are. When trading, there are actually two different types of “profit or loss”, ...
Capital Gain or Loss $100 = Sale Price − Stock BasisWhether the NUA treatment is desirable depends on other factors, such as how long until retirement, and the percentage of basis out of the total value. Additionally, taking advantage of NUA will reduce IRA balances, thus lowering required...