Net Unrealized Appreciation (NUA) & Post-Retirement Strategies

In this video, we'll cover:

Qualified Accounts
Why is it called NUA?
Savings Plan Illustration
Tax Treatment
Ordinary Income and Capital Gains Tax Rates
Estate Planning Strategy
Tax & Cash Flow Strategies
Good Till Cancelled Orders (GTC’s)
Covered Call Strategy

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Bogart Wealth is not affiliated with ExxonMobil; the content of this presentation has not been written or endorsed by ExxonMobil.

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