If you don’t work in financial services, you’re likely not familiar with the term Net Unrealized Appreciation, often referred to as NUA. On this episode of Upticks, Jake breaks down this strategy – which is for people who have employee stock plans through their employer and have publicly-traded stocks in their 401(k) plans.

Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC® that is dedicated to retirement planning.  Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.   

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 11 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.   

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Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.  

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Net Unrealized Appreciation (Ep. 160)

Upticks: A Financial Planning & Investment Podcast