What is Net Unrealized Appreciation ("NUA")?

Explanation of Net Unrealized Appreciation ("NUA") and how it can reduce your taxes.

Links in this video:

Retirement Planning Insights - https://www.tenonfinancial.com/newsle...
Taxes in Retirement -   / taxesinretirement  

#RetirementPlanning #FinancialPlanning #NUA

DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Tenon Financial LLC make any guarantees to its accuracy.