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Financial Planning Insights

Net Unrealized Appreciation Rules

By The Chandler & Knowles Team | | 0

Net unrealized appreciation (NUA) is one of those lesser-known IRS retirement fund taxation rules. In fact, NUA is really important for people heading towards retirement and planning to take a lump-sum distribution of their company-sponsored stock sharing plan.

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Rules For a Roth IRA

By Chandler and Knowles | | 0

The rules for a Roth IRA are basically the same basic rules that apply to a traditional IRA. Roth IRAs however, are designed to help out younger, lower-income individuals. You can contribute to both a traditional IRA and a Roth IRA in the same year but the total contributed cannot exceed the limit allowed. That limit changes from year to year so..

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