Description
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 fact, research finds that this happens about 30% of the time! 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. Learn when and why utilizing NUA makes sense as well as when it does not make sense.
Learning Objectives
- LO #1: Understand what Net Unrealized Appreciation is and its rules.
- LO #2: Examine the benefits and advantages of utilizing NUA.
- LO #3: Identify the drawbacks of NUA.
- LO #4: Understand when to avoid an NUA strategy.
- LO #5: Identify the triggering events for NUA.