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Could You Use Net Unrealized Appreciation? Ep #201
Financial Symmetry: Balancing Today with Retirement
English - October 16, 2023 07:00 - 21 minutes - 17 MB - ★★★★★ - 45 ratingsInvesting Business Management financialplanning financialadvisor financialplanner investing money personalfinance retirement saving Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Should You Roll Over Your Retirement Account to an IRA? Ep #200
Next Episode: Retirement Plan Horror Stories, Ep #202
If you are a long-time listener you know that we like to go through the nuances of financial planning that may be valuable to you.
In this episode, Allison and I take a look at net unrealized appreciation (NUA). Listen in to learn what it is, who could benefit from it, and the benefits and pitfalls of using NUA. You won’t want to miss out on hearing one of our classic fictional case studies involving Freddie Krueger. Press play to hear if you could benefit from using NUA.
Outline of This Episode [1:20] What is net unrealized appreciation? [3:45] A case study [8:40] The four triggering events [11:15] Benefits of NUA [15:44] The drawbacks*****
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