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 ...

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 ...

“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 ...

Employers often reward employees with shares of company stock through bonuses, deferred compensation, or matching retirement plan contributions. It is quite common for long-term employees to ...

An Aug. 26 post on Threads (direct link, archive link) lays out a hypothetical financial scenario, based on Vice President Kamala Harris’ reported support of a tax on unrealized capital gains. "The ...

Javascript is required for you to be able to read premium content. Please enable it in your browser settings. William G. Lako, Jr., CFP®, is a principal at Henssler ...