How does Net Unrealized Appreciation (NUA) work? Am I eligible to use it?
Автор: Chris Dime, CFP® - Dime & Associates
Загружено: 2022-12-16
Просмотров: 2443
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In this video we will break down the mechanics, taxation, and best practices for leveraging NUA with your qualified plans.
0:00 - Intro
0:25 - What is NUA?
4:35 - When are you eligible to use NUA?
6:49 - What does it look like at the end?
7:40 - Taxation
9:47 - Things to Know
11:36 - Call to Action
IRS Publication (https://www.irs.gov/pub/irs-drop/not9...)
#tax #seattle #edmonds #Retirement #finance #wealthmanagement #financialplanning #401k #ESOP #financialplanning #wealthmanagement #financialservices
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