Protecting Those Who Matter Most The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation » Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Net Unrealized Appreciation (NUA) Explained Have you considered the special tax treatment on company stock held in a 401(k) plan? IRA Withdrawals that Escape the 10% Tax Penalty The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. Finding the Balance The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.