6 Clarifying Questions on Net Unrealized Appreciation
Dec 10, 2015
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
NUA rollover strategies can be very confusing. While the goal is tax efficiency, other factors can gum up the works. Here’s what you need to know about double taxation and tax withholding, when to defer NUA, RMDs, and more.