by the Storen Team | May 16, 2024 | Case Studies, Financial Planning, Resources, Retirement
What is NUA? NUA (Net Unrealized Appreciation) is “the difference in value between the cost basis of company stock and its market value at the time it is distributed In Kind from a plan as part of a lump-sum distribution.” Typically, distributions from tax-deferred...
by the Storen Team | Sep 8, 2021 | Case Studies, Financial Planning, Resources, Retirement, Stock Market
*Interested in reviewing this Storen Financial balance sheet? Contact us to schedule a consultation with one of our Financial Advisors! This Roth conversion plan reduced the RMD total by over $285k Q: How do you reduce your tax liability and maximize your investments...
