Nov 21, 2022
What is a Net Unrealized Appreciation (NUA)? How does this affect your portfolio?
Just this week, I had a guy come into the office with an NUA from his previous employer. Listen in to learn what we did with it.
We discuss calculating NUA in 5 easy steps and when you should consider even using an NUA.
Nov 14, 2022
Nov 7, 2022