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.
More 5 easy steps to come and I give you a teaser on To Convert or Not Convert, that is the question!