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Rolling over your 401(K)? Consider Net Unrealized Appreciation first
At Granite Harbor Advisors, we believe in helping our clients better understand all of their options so they can make the best decision for their families. To that end, here is a more detailed look at what net unrealized appreciation is and how you can use it to advance your financial goals.
What is net unrealized appreciation (NUA)?
Net unrealized appreciation is simply the difference in value between…