Case Study: Net Unrealized Appreciation

Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Josh Weidie, CFP®, CWS®, discuss an investor who has a significant retirement balance in his company’s stock. They cover when the net unrealized appreciation strategy may be useful.

Read the Article: https://www.henssler.com/retirement-planning-leveraging-net-unrealized-appreciation-for-tax-savings