<div>In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine take a closer look at Net Unrealized Appreciation (NUA) — explaining how it works, when it can be a smart move, and when to steer clear.</div>

In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine take a closer look at Net Unrealized Appreciation (NUA) — explaining how it works, when it can be a smart move, and when to steer clear.

In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine take a closer look at Net Unrealized Appreciation (NUA) — explaining how it works, when it can be a smart move, and when to steer clear.

S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?

<div>On the Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Their end goal is to provide the good, bad and necessary information to make informed decisions. Each episode is a knockout of information leaving you, the consumer, the real winner. 
 
Season 4 coming Thursday, July 31, 2025! 
Tune in for new episodes every other Thursday! 
 
 
Action Rock by LesFM | <a href="https://lesfm.net/motivational-background-music/"><a href="https://lesfm.net/motivational-background-music/">https://lesfm.net/motivational-background-music/</a></a> 
Music promoted by <a href="https://www.chosic.com/free-music/all/"><a href="https://www.chosic.com/free-music/all/">https://www.chosic.com/free-music/all/</a></a> 
Creative Commons CC BY 3.0 
<a href="https://creativecommons.org/licenses/by/3.0/"><a href="https://creativecommons.org/licenses/by/3.0/">https://creativecommons.org/licenses/by/3.0/</a></a>
</div>

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On the Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Their end goal is to provide the good, bad and necessary information to make informed decisions. Each episode is a knockout of information leaving you, the consumer, the real winner. Season 4 coming Thursday, July 31, 2025! Tune in for new episodes every other Thursday! Action Rock by LesFM | https://lesfm.net/motivational-background-music/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

On the Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Their end goal is to provide the good, bad and necessary information to make informed decisions. Each episode is a knockout of information leaving you, the consumer, the real winner. 
 
Season 4 coming Thursday, July 31, 2025! 
Tune in for new episodes every other Thursday! 
 
 
Action Rock by LesFM | <a href="https://lesfm.net/motivational-background-music/" rel="noopener noreferrer"></a><a href="https://lesfm.net/motivational-background-music/" rel="noopener noreferrer">https://lesfm.net/motivational-background-music/</a> 
Music promoted by <a href="https://www.chosic.com/free-music/all/" rel="noopener noreferrer"></a><a href="https://www.chosic.com/free-music/all/" rel="noopener noreferrer">https://www.chosic.com/free-music/all/</a> 
Creative Commons CC BY 3.0 
<a href="https://creativecommons.org/licenses/by/3.0/" rel="noopener noreferrer"></a><a href="https://creativecommons.org/licenses/by/3.0/" rel="noopener noreferrer">https://creativecommons.org/licenses/by/3.0/</a>

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S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?

S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?

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