If you are a long-time listener you know that we like to go through the nuances of financial planning that may be valuable to you. 

In this episode, Allison and I take a look at net unrealized appreciation (NUA). Listen in to learn what it is, who could benefit from it, and the benefits and pitfalls of using NUA. You won’t want to miss out on hearing one of our classic fictional case studies involving Freddie Krueger. Press play to hear if you could benefit from using NUA.

Outline of This Episode

• [1:20] What is net unrealized appreciation?
• [3:45] A case study
• [8:40] The four triggering events
• [11:15] Benefits of NUA
• [15:44] The drawbacks

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