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Net Unrealized Appreciation – NUA – Procter & Gamble Example

by Jared Walsh | Jan 28, 2020 | Uncategorized

Net Unrealized Appreciation, usually referred to by its acronym NUA, is a complex and usually misunderstood area of tax planning when it comes to retirement plans that hold company stock within the plan.  Here is an example, using Procter & Gamble’s plan, that...

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