The Great Retirement Debate with Ed Slott & Jeffrey Levine

S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?

Dec 18, 2025 · 25 min · Season 4 · Episode 11 · 24.6 MB
0:00-25:28

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In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine take a closer look at Net Unrealized Appreciation (NUA) — explaining how it works, when it can be a smart move, and when to steer clear.