Maximizing Wealth: The Role of Net Unrealized Appreciation in Portfolio Management

An NUA strategy allows for preferred tax treatment on the sale of employer stock after its “in-kind” distribution, rather than taxing the distributions at ordinary income tax rates. While this may seem like an obvious strategy for many investors, you need to consider the rules around the NUA transaction and their individual objectives.

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Money Matters: Portfolio Tax Location Optimization

In this month’s edition of “Money Matters,” Scott talks about how to save money by choosing the best types of investments, as well as understanding taxable, tax-deferred, and tax-free investment accounts based on your investment goals and timelines.

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