NUA Mini-Series - Part 2 - When to Use
In part two of the NUA mini-series, I cover tips on when to go the Net Unrealized Appreciation route.
In part two of the NUA mini-series, I cover tips on when to go the Net Unrealized Appreciation route.
This is part one of a NUA mini-series. NUA is a powerful and advanced financial planning technique for owners of company stock in a workplace retirement plan. Here we cover some distribution basics.
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.