Hello everyone, I’m Michael Peek and today I want to talk about managing a concentrated stock position. Holding too much of one stock can pose significant risks, but there are strategies to diversify without incurring hefty tax liabilities. You can gradually sell portions of the stock, use exchange funds to achieve diversification, or write covered calls to generate additional income. Charitable giving is another tax-efficient method to reduce your concentrated position. Diversifying your holdings can reduce risk, provide tax benefits, and offer more stable returns. Please read the accompanying article for more details. If you have any questions, feel free to reach out to us at
If you have any questions, feel free to reach out to us at mpeek@monetagroup.com. We’re here to help!
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