Unlocking the Benefits of Lockheed Martin Stock - NUA Strategy

Apr 21, 2023


Welcome to Advisor Research Partners, a premier consulting firm dedicated to providing businesses and consumers with in-depth analytical services. In this article, we will delve into the world of Lockheed Martin stock and explore the advantages of utilizing the Net Unrealized Appreciation (NUA) strategy in your investment portfolio.

Understanding Lockheed Martin

Lockheed Martin Corporation, a global aerospace and defense company, has established itself as a prominent player in the industry. With a rich history and a diverse portfolio, Lockheed Martin offers investors an opportunity to participate in the growth potential of the aerospace and defense sectors.

Advantages of Investing in Lockheed Martin Stock

When considering a long-term investment, Lockheed Martin stock presents numerous advantages. Firstly, the company's strong market presence and proven track record make it a reliable choice. Additionally, Lockheed Martin's ongoing commitment to innovation and technological advancements positions it for continued growth and success in the industry.

The Net Unrealized Appreciation (NUA) Strategy

The NUA strategy is a tax-efficient technique that provides an opportunity to potentially enhance your investment returns. This strategy is particularly beneficial for individuals who hold a significant amount of employer-sponsored company stock within their retirement plans, such as a 401(k).

How does the NUA Strategy work?

NUA refers to the difference between the market value of the employer-sponsored company stock at the time of distribution and its original cost basis. By utilizing the NUA strategy, you have the option to distribute the company stock from your retirement plan and pay taxes on the cost basis, rather than the full market value.

Tax Implications

One of the key benefits of the NUA strategy is its potential to reduce your tax liabilities. By paying taxes only on the cost basis of the distributed stock, any appreciation in value is taxed at the more favorable long-term capital gains rates when sold in the future.

Why Choose Advisor Research Partners?

As a leading consulting firm specializing in Business and Consumer Services, we understand the intricate details of investment strategies, including Lockheed Martin stock and the NUA strategy. Our team of seasoned professionals is equipped with extensive industry knowledge and experience to provide you with comprehensive guidance tailored to your specific investment goals.

Our Services

At Advisor Research Partners, we offer a range of services to assist you in making informed investment decisions. Our consultants will work closely with you to analyze your financial objectives, assess risk tolerance, and develop a customized investment plan that aligns with your needs.

Client Success Stories

We pride ourselves on our track record of helping clients achieve successful investment outcomes. Our case studies showcase real-life examples of individuals who have benefited from our expert advice and analytical insights.


Unlock the potential of your investment portfolio with Lockheed Martin stock and the NUA strategy. With our specialized consulting services, Advisor Research Partners is here to guide you every step of the way. Contact us today to schedule a consultation and take advantage of our comprehensive expertise in the field of Business and Consumer Services - Consulting & Analytical services.

Matt Cochran
Interesting strategy, worth considering!
Nov 8, 2023
This article is really informative, loved learning about the NUA strategy! 👍
Oct 16, 2023