Do I need to know about NUAs? - Something More with Chris Boyd

Do I need to know about NUAs? - Andy Ives, CFP®, AIF® from Ed Slott and
Company joins Chris Boyd and Jeff Perry for an interesting conversation about Net
Unrealized Appreciation (“NUA”). NUAs are a powerful tool for people having
employer stock in company plans. The discussion digs into how the gains from an
employer stock program can be distributed according to the NUA rules and be subject to
long term capital gain taxes. Andy shares the “triggering” events of when the rules apply,
and common mistakes people make.
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr