Welcome to part three of the NUA mini-series. There are two previous segments you may want to listen to, or you can jump in right here. So far in previous episodes, we've covered distribution options for NUA and when it does and does not make sense to do an NUA. As a reminder, NUA stands for Net Unrealized Appreciation. This is an advanced financial planning technique for people who own company stock within tax-deferred workplace retirement plans. The key here is that the stock has appreciated since acquiring it. NUA is a way to potentially save significant amounts in taxes and I’m going to tell you how in this episode.

You will want to hear this episode if you are interested in...

• Tax basics for Net Unrealized Appreciation [1:49]
• A few rules to know about the NUA [5:23]
• The difference between public and private stock [7:50]
• This week’s FLASHBACK [9:12] 

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