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# 243 - Andy Ives– Navigating Net Unrealized Appreciation (NUA) Strategies
Manage episode 477173629 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Andy Ives, CFP®, AIF® – Navigating Net Unrealized Appreciation (NUA) Strategies
Host Chris Boyd is joined by Andy Ives, CFP®, AIF®, an IRA Analyst at Ed Slott and Company, LLC, to delve into the intricacies of Net Unrealized Appreciation (NUA) and its potential benefits for individuals with employer stock in their retirement plans.
With over 25 years in the financial services industry, Andy brings a wealth of knowledge on IRA distribution planning and advanced retirement strategies.
They discuss:
The fundamentals of NUA and how it can lead to tax savings
Key "triggering events" that activate NUA rulesEd Slott and Company, LLC+1Ed Slott and Company, LLC+1
Common pitfalls to avoid when handling employer stock
Strategies to optimize long-term capital gains treatment
For more insights from Andy and his team, visit Ed Slott and Company.
150 episodes
Share
Manage episode 477173629 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Andy Ives, CFP®, AIF® – Navigating Net Unrealized Appreciation (NUA) Strategies
Host Chris Boyd is joined by Andy Ives, CFP®, AIF®, an IRA Analyst at Ed Slott and Company, LLC, to delve into the intricacies of Net Unrealized Appreciation (NUA) and its potential benefits for individuals with employer stock in their retirement plans.
With over 25 years in the financial services industry, Andy brings a wealth of knowledge on IRA distribution planning and advanced retirement strategies.
They discuss:
The fundamentals of NUA and how it can lead to tax savings
Key "triggering events" that activate NUA rulesEd Slott and Company, LLC+1Ed Slott and Company, LLC+1
Common pitfalls to avoid when handling employer stock
Strategies to optimize long-term capital gains treatment
For more insights from Andy and his team, visit Ed Slott and Company.
150 episodes
All episodes
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Similar to Wicked Pissah Podcast
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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…
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continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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continue reading
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