Skip to content
  • 336.272.9488 | Email [email protected]
GET OUR NEWSLETTER | CLIENT AREA
Smith Partners Wealth Management
  • Who We Are
  • Great Fit Clients
  • Solutions
  • Team
  • Giving Back
  • Blog
  • Contact
Smith Partners Wealth Management

NUA

NUA… What is Net Unrealized Appreciation
Planning Tips

NUA… What is Net Unrealized Appreciation

ByStephen Boatman November 29, 2018December 7, 2018

How Net Unrealized Appreciation (NUA) Should Be Used Do you own company stock within your 401(k)? Wouldn’t it be great if you could drastically lower your tax rate on this portion of your 401(k)? If that were possible, this tax rate transfer could lower your taxes up to 20%. It sounds great, but, how is…

Read More NUA… What is Net Unrealized AppreciationContinue

There When You Need Us


Start Investing In Your Future by Contacting Us Today.

At Smith Partners Wealth Management we evaluate each prospective client for best fit. We would be glad to meet with you to understand your needs and determine whether you would be well served here. To learn more about becoming a Smith Partners client, please contact us. We welcome the opportunity to speak with you.

  • Download our Form ADV 2A
  • Download our Form CRS
  • Download our Privacy Notice
128 E. Fisher Ave.
Greensboro, NC 27401
Phone: 336.272.9488
Fax: 336.272.2654

Email [email protected]

© 2005-2025 Smith Partners Wealth Management | Maintenance and Security by Penner Web Design

  • Legal Disclosure
  • Terms & Conditions
  • Who We Are
  • Great Fit Clients
  • Solutions
  • Team
  • Giving Back
  • Blog
  • Contact