[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…Read more
This article quantifies the immense value in not having to pay taxes on investment income and rebalancing (i.e., dividends, interest, and capital gains) within retirement accounts.