Tag Archives: net unrealized appreciation

Net Unrealized Appreciation (NUA)

[caption id="attachment_7673" align="aligncenter" width="395"] NET UNREALIZED APPRECIATION (NUA)[/caption] [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…
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