Ever wondered how to navigate the complexities of net unrealized appreciation (NUA) and its role in your company plan? Well, this episode is for you. In this episode,  I break down the details of NUA, its tax advantages, qualifications, and its place in your employee-sponsored plan. I'll also be shedding light on the potential risks and how over-centralization of one position inside a plan can sometimes be a nasty surprise.

If you still have lingering doubts or wish to discuss your individual situations, don't hesitate to reach out. Let's together make the most of your company stock plans.

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