Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. Related Content Net Unrealized Appreciation (NUA) Explained Have you considered the special tax treatment on company stock held in a 401(k) plan? Intellectual Property and Your Estate Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article. Orchestrating Your Retirement Accounts Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.