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N.U.A. – Straight Outta the IRS

Dec 3– On this edition of Lifetime Income, Jim Puplava and Chris Preitauer discuss the world’s most dangerous retirement strategy: NUA (Net Unrealized Appreciation). Actually, it’s not dangerous if you understand how to use this well-kept secret that can save you thousands of dollars in taxes. Tax implications of using an NUA are important to understand so tax discretion is advised since you don’t want to duck the police (the IRS police that is).

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