What is Net Unrealized Appreciation (NUA)?, Part 2

In the case of an individual with a retirement account that contains employer securities, the IRS has allowed for what’s called Net Unrealized Appreciation, otherwise known as NUA. This series looks at the requirements of NUA, how it works, and the advantages and disadvantages of electing this special tax treatment.

If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.

Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news."

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

Hosted on Acast. See acast.com/privacy for more information.