2021: The Year of the NUA
If you own highly appreciated stock in your company’s qualified retirement plan 2021 could be the perfect setting for you to utilize net unrealized appreciation strategy, or NUA.
If you own highly appreciated stock in your company’s qualified retirement plan 2021 could be the perfect setting for you to utilize net unrealized appreciation strategy, or NUA.
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Matthew Logan, Certified Financial Planner® Series 7, Series 66, Series 24 Life and Health Insurance
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