Net Unrealized Appreciation (NUA) is a valuable tax strategy that can offer the benefit of lower taxes and portfolo diversification for investors holding appreciated employer stock within their retirement plans. By understanding how NUA works and considering its potential impact on your overall financial plan, you can make informed decisions to optimize your tax efficiency and achieve your long-term financial goals.
While there still may be pain to be felt in the economy we can be thankful for equity markets in 2023.
Global equities rose in April despite banking stress and worsening leading economic indicators.
* Silicon Valley Bank experienced a classic run on deposits from their start-up tech company client base. * Consensus is this not another 2008-type financial crisis. * Fear will likely remain elevated in the short-run especially for other regional banks. * We are going to continue to monitor to manage risk and look for opportunities.
Rising rates have investors jumping around as bond yields compete with stocks for investor money.
Sweeping changes for retirement plans were signed into law on December 29, 2022 as part of the Consolidated Appropriations Act. We break down the most important provisions based on whether you are retired or currently working.