DiscoverThe Great Retirement Debate with Ed Slott & Jeffrey LevineS4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?
S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?

S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?

Update: 2025-12-18
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In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine take a closer look at Net Unrealized Appreciation (NUA) — explaining how it works, when it can be a smart move, and when to steer clear.
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S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?

S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?

The Great Retirement Debate with Ed Slott & Jeffrey Levine