What is NUA (Net Unrealized Appreciation)?
Net Unrealized Appreciation, better known as NUA in my world, is an advanced financial planning technique that helps owners of highly appreciated company stock reduce their taxes.
Net Unrealized Appreciation, better known as NUA in my world, is an advanced financial planning technique that helps owners of highly appreciated company stock reduce their taxes.
ESOPs are more popular than you may realize, but what exactly are they? Jump in here as I quickly break it down.
Stock splits are a hot topic right now, especially in my neck of the woods as Sherwin-Williams, based in Cleveland, has announced a 3 for 1 split. But what are stock splits?
Transitioning to retirement isn't always a simple decision and process, especially if you own equity compensation positions. Here I provide 5 steps to make the transition easier.
The 83b Election is a great tool for equity compensation holders. If you have Restricted Stock or certain types of Nonqualified Stock Options, this article is worth your time.
Nonqualified stock options are the most popular form of stock options. But what exactly are they? In this post I break the topic down.