We’ve been getting a lot of questions regarding Net Unrealized Appreciation (NUA) strategies. This video reviews the basics of NUA as well as some practical examples. https://youtu.be/xF6lOZ-JMOw NUA Quick Facts:…
Tag: Net Unrealized Appreciation (NUA)
Tax Planning for People with Concentrated Positions
Sometimes when you’re accumulating wealth, your portfolio could become tied to one or more specific assets. When that happens, you’ll have what’s known as a concentrated position. In this post,…