Ep 69: The Basics Of An NUA Strategy With Andy Ives

Written By Linny Milliron

Andy Ives serves as an IRA Analyst for Ed Slott and Company LLC. With over 20 years of experience, Andy aims to pass on some of his knowledge to financial advisors all across the country. Today’s show we are discussing the NUA (Net Unrealized Appreciation) strategy. Andy will discuss the basic concepts of this strategy, the qualifications for it, and how you might be able to implement this in a retirement plan.

 

Important Info:

Securus Financial: https://www.gosecurus.com/

International Financial Advisory Group: https://www.internationalfinancial.com/

Call John: (858) 935-6210

Call Thomas: (973) 394-0623

Linny Milliron
Previous

Ep 70: Understanding Medicare With Pam Morton
Next

Ep 67: Having Financial Awareness Eliminates Guesswork With Len Reiner