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Ep 69: The Basics Of An NUA Strategy With Andy Ives
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Content provided by John Iammarino & Thomas O‘Connell, John Iammarino, and Thomas O‘Connell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Iammarino & Thomas O‘Connell, John Iammarino, and Thomas O‘Connell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
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