Tag Archives: net unrealized appreciation

Net Unrealized Appreciation (NUA)

[alert_box style="message" close="no"]Disclaimer: Net unrealized appreciation (NUA) decisions involve both investment and tax considerations. However, the following is not tax advice. I suggest seeking advice from a qualified tax professional before making any decisions related to NUA, taxes, or tax planning.[/alert_box] Net unrealized appreciation (NUA) refers to an IRS provision regarding company stock inside a…
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