Net Unrealized Appreciation is a unique tax planning strategy that we believe is the most effective for a specific type of client but may not be suitable for everyone. In this episode of Upticks, Jake educates us on NUA and what benefits it may provide.

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.

In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.

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Net Unrealized Appreciation (Ep. 107)

Upticks: A Financial Planning & Investment Podcast