What is Net Unrealized Appreciation (NUA)?

If you have company stock within your 401k, you may be able to take advantage of NUA, or Net Unrealized Appreciation. In this video we talk about what NUA is, how it works, and how it may be a strategy you can use to save money when paying taxes on your investments.

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Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, financial, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is an Ohio based registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.