Andy Ives, CFP®, AIF® – Navigating Net Unrealized Appreciation (NUA) Strategies

Host Chris Boyd is joined by Andy Ives, CFP®, AIF®, an IRA Analyst at Ed Slott and Company, LLC, to delve into the intricacies of Net Unrealized Appreciation (NUA) and its potential benefits for individuals with employer stock in their retirement plans.​

With over 25 years in the financial services industry, Andy brings a wealth of knowledge on IRA distribution planning and advanced retirement strategies.

They discuss:

• The fundamentals of NUA and how it can lead to tax savings​

• Key "triggering events" that activate NUA rules​Ed Slott and Company, LLC+1Ed Slott and Company, LLC+1

• Common pitfalls to avoid when handling employer stock​

• Strategies to optimize long-term capital gains treatment​

For more insights from Andy and his team, visit Ed Slott and Company.​