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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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