What is Net Unrealized Appreciation (NUA)

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June 18, 2021

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview - What is net unrealized appreciation (NUA)? - What is the net unrealized appreciation strategy? - What are the net unrealized appreciation (NUA) qualifying events? - The two net unrealized appreciation (NUA) taxable events - Net unrealized appreciation strategy examples - Disadvantages of the NUA strategy - Should conservative investors do the NUA strategy? - Does the 3.8% net investment income tax apply to the net unrealized appreciation? - Does the 10% early withdrawal penalty apply to the NUA strategy? - Net unrealized appreciation strategy insights

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