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Net Unrealized Appreciation

Net Unrealized Appreciation

This useful guide is designed to provide a basic understanding of Net Unrealized Appreciation (NUA).

If you are retiring soon and own stock from your employer that is publicly traded in a qualified retirement plan, the use of Net Unrealized Appreciation (NUA) may represent a major tax planning opportunity. 

This guide will cover:

  • What is NUA?
  • What are the requirements to utilize this tax break?
  • Is this option right for you?
  • Who is involved in this tax break process?
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