Net Unrealized Appreciation (NUA) Explained

Описание: The application of Net Unrealized Appreciation treatment has the potential to substantially alleviate the tax liability associated with the appreciation of company stock held within your 401(k) account. Our newest video dives into the mechanics of this approach and scenarios in which its implementation is beneficial.

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In this video, we cover:
(00:00) Intro
(00:19) Questions We'll Answer
(00:30) What is NUA
(01:50) Example
(04:17) When to take advantage of NUA
(05:34) Important considerations
(06:21) Closing thoughts

IMPORTANT DISCLOSURES:

Rhame & Gorrell Wealth Management, LLC (“RGWM”) is an SEC registered investment adviser with its principal place of business in the State of Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RGWM has attained a certain level of skill, training, or ability.

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own CPA or tax professional before engaging in any transaction. The effectiveness of any of the strategies described will depend on your individual situation and should not be construed as personalized investment advice.

For additional information about RGWM, including fees and services, send for our Firm Disclosure Brochures as set forth on Form ADV Part 2A and Part 3 by contacting the Firm directly. You can also access our Firm Brochures at www.adviserinfo.sec.gov. Please read the disclosure brochures carefully before you invest or send money.