Net unrealized appreciation (NUA) is a tax strategy that can allow you to shift a portion of your retirement account from income taxes to the special, much lower, capital gains tax rate. When ...

Net unrealized appreciation (“NUA”) is the excess of the fair market value of employer securities at the time of a lump sum distribution over the cost or other basis of the securities to a qualified ...

Most people are familiar with the idea of saving as much as possible during their working years and investing savings wisely to maximize returns once they retire. But it is just as important to ...

“The following is sponsored content from NorthStar Financial and Retirement Planning” For those who own company stock today we’re having a conversation about Net Unrealized Appreciation often referred ...

Living Local 15 host Jessica Williams sits down with Caleb Doane from Foster Financial as he explains Net Unrealized Appreciation and how you can use it in your financial portfolio. Learn more at ...

CHICAGO — According to a recent report, there is ample opportunity for financial advisers to work with clients who own company stock using a little-known technique called net unrealized appreciation.

Vice President Kamala Harris no longer backs President Joe Biden’s proposal to tax unrealized capital gains, billionaire Harris surrogate Mark Cuban proclaimed at a campaign event over the weekend, ...