Enhancing Retirement Planning: Utilizing the NUA Strategy for Company Stock | C.J. Klaas, President, Klaas Financial. 00:10:00
The Klaas Financial Adviser Team, led by C.J. Klaas, President & CFO of Klaas Financial, delves into key retirement subjects to enhance your financial planning knowledge. Today's discussion focuses on how the Net Unrealized Appreciation (NUA) strategy can be a valuable tool for managing potential gains on company stock held in an employer plan.
