Apr 18, 2025
Do I need to know about NUAs? - Andy Ives, CFP®, AIF® from Ed
Slott and
Company joins Chris Boyd and Jeff Perry for an interesting
conversation about Net
Unrealized Appreciation (“NUA”). NUAs are a powerful tool for
people having
employer stock in company plans. The discussion digs into how the
gains from an
employer stock program can be distributed according to the NUA
rules and be subject to
long term capital gain taxes. Andy shares the “triggering” events
of when the rules apply,
and common mistakes people make.
For more information or to reach TEAM AMR, click the following
link:
https://www.wealthenhancement.com/s/advisor-teams/amr