How does Net Unrealized Appreciation (NUA) work? Am I eligible to use it?

*Comments have been disabled as of 06/06/2025. The SEC mandates that Youtube Comments be automatically archived (like emails) which we don't have a solution for at this time. If you have further questions or wish to set up an engagement, please don't hesitate to reach out on the website. Thanks! In this video we will break down the mechanics, taxation, and best practices for leveraging NUA with your qualified plans. 0:00 - Intro 0:25 - What is NUA? 4:35 - When are you eligible to use NUA? 6:49 - What does it look like at the end? 7:40 - Taxation 9:47 - Things to Know 11:36 - Call to Action IRS Publication (https://www.irs.gov/pub/irs-drop/not9...) #tax #seattle #edmonds #Retirement #finance #wealthmanagement #financialplanning #401k #ESOP #financialplanning #wealthmanagement #financialservices