Net unrealized appreciation (“NUA”) is the excess of the fair market value of employer securities at the time of a lump sum distribution over the cost or other basis of the securities to a qualified ...

Living Local 15 host Jessica Williams sits down with Caleb Doane from Foster Financial as he explains Net Unrealized Appreciation and how you can use it in your financial portfolio. Learn more at ...

William G. Lako, Jr., CFP®, is a principal at Henssler Financial and a co-host on “Money Talks”—your trusted resource for your money, your future, your life—airing Saturdays at 10 a.m. on AM 920 The ...

CHICAGO — According to a recent report, there is ample opportunity for financial advisers to work with clients who own company stock using a little-known technique called net unrealized appreciation.

Javascript is required for you to be able to read premium content. Please enable it in your browser settings. William G. Lako, Jr., CFP®, is a principal at Henssler ...