What is a Net Unrealized Appreciation (NUA)? How does this affect your portfolio? Just this week, I had a guy come into the office with an NUA from his previous employer. Listen in to learn what we did with it. We discuss calculating NUA in 5 easy steps and when you should consider even using an NUA.                                                          More 5 easy steps to come and I give you a teaser on To Convert or Not Convert, that is the question! <a href= "https://www.cfci.us/2025-the-final-drive">https://www.cfci.us/2025-the-final-drive</a>

2025 The Final Drive S1:E36 - End of Year RMDs, QCDs, & Holiday Gift Giving Ideas

Hi, I’m David Hays, Founder of Comprehensive Financial Consultants and your host for 2025 The Final Drive podcast based on my book, 2025 The Final Drive: What You Need to Win. You can purchase this book at by visiting our website at www.cfci.us. This podcast will help you avoid the biggest risks that will affect your long-term retirement by planning. Much of this planning needs to be done by the year 2025, before taxes go up for good. I will teach you about the impact of our parents’ tax planning and how to break that cycle and create wealth for your retiree income, the risks associated with retiring during bad markets, and how to effectively plan for your longevity.