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Tax Planning Resources

	Document	Audience
	Briefing Paper: Six Solutions for a Rising Tax Environment This paper discusses six financial planning strategies to consider in anticipation of potential higher tax rates.	Advisor
	Tax Facts Quick Reference 2010 This resource provides a summary of key rates and thresholds impacting income, social security, estate, retirement and investment taxes.	Advisor
	White Paper: Where Assets Are Owned Can Be As Important as the Type of Assets Owned This paper discusses the impact tax treatment can have on assets placed in different account types. Hypothetical examples demonstrate the potential benefits of asset location strategies among taxable, tax-deferred and tax-exempt accounts.	Advisor
	2009 Year-End Financial Planning Strategies This paper highlights strategies to be familiar with for year-end planning including AMT planning, investment income, retirement distribution planning and annual gifting to family and charities.	Advisor
	Net Unrealized Appreciation: A Tax-Wise Treatment for Employer Securities Distributed from a Qualified Plan This white paper explains the NUA strategy, identifies who might consider utilizing the strategy, discusses factors that may impact the decision to elect NUA, and notes additional considerations regarding the proper execution of the strategy.	Advisor
	Tax Facts Quick Reference 2009 A useful summary of key rates and thresholds impacting income, social security, retirement, investment and estate taxes.	Advisor

"Tax Planning Resources Content" on Nuveen Investments Wealth Management Services’ website contains informational and educational materials relating to financial matters. Such materials are not intended to constitute an offer, solicitation, recommendation or advice regarding any securities, funds or investment strategy. This site contains general tax information. Nuveen is not a tax advisor. Please note that this information should not replace a client’s consultation with a professional advisor regarding their tax situation. Materials are current as of the date indicated on each piece, and such materials may become outdated or otherwise superseded at any time without notice to you.
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