The NUA tax strategy allows certain clients
whose qualified retirement plans contain these appreciated employer securities to eventually pay taxes on the appreciated value of those securities at the lower long - term capital gains tax rate, rather than at the ordinary income tax rate that would otherwise apply to retirement plan distributions.
Even those who do not have an actual job can
qualify for the guaranteed personal loan because this loan is available to people who rely on benefits from Social Security
Retirement, Social Security Disability, Supplemental Security Income (SSI), railroad
retirement and other
retirement plans, as well as those
whose income is derived from child support, alimony, or palimony.