Planning with Net Unrealized Appreciation

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The number of individuals with large portions of their wealth in retirement plans is growing. What is more, even though most individuals have a handful of options once they have separated from service or once they can access to their retirement plan funds (401k, 403b), many choose what is typically the worst option, a lump sum distribution. In this webinar advisors will learn how to make the most out of the worst situation by taking a deep dive into Net Unrealized Appreciation.

​Learning Objectives

Upon successful completion of this learning activity, you will confidently be able to:​

• Understand what Net Unrealized Appreciation (NUA) is, including its tax treatment.
• Review the process and procedures for properly implementing NUA strategy.
• Examine the benefits and advantages of utilizing NUA.
• Identify the drawbacks of NUA.

Presenter

Jeffrey Levine, CFP^®, CPA/PFS, ChFC^®, RICP^®, CWS, AIF, BFA™, MSA

Bonus Content

CFP^® CE Credit

This content is eligible for one hour of CFP^® continuing education (CE) credit.

If you hold the CFP^® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP^® ID number is entered here.

The College’s Professional Recertification Program (PRP)

This content is eligible for one hour of PRP continuing education credit.

To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.

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