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TAN Wealth Management

Overview- What is net unrealized appreciation (NUA)?- What is the net unrealized appreciation strategy?- What are the net unrealized appreciation (NUA) qualifying events?- The two net unrealized appreciation (NUA) taxable events- Net unrealized appreciation strategy examples- Disadvantages of the NUA strategy - Should conservative investors do the NUA strategy?- Does the 3.8% net investment income tax apply to the net unrealized appreciation?- Does the 10% early withdrawal penalty apply to the NUA strategy?- Net unrealized appreciation strategy insights