A strong market can create a new problem. A single stock or ETF grows to represent a large portion of your net worth. Now you face a difficult tradeoff: diversify and trigger a large tax bill, or hold the position and accept concentrated risk.

In this episode, Tyler Emrick, CFP®, CFA®, walks through practical strategies for managing concentrated stock positions in a tax-efficient way.

You will learn:

How a Section 351 exchange into an ETF can provide diversification while deferring capital gains
How tax-aware long-short strategies can help create ongoing tax offsets while gradually reducing a concentrated position
When Net Unrealized Appreciation may apply to company stock inside a 401k
How donor-advised funds and charitable planning can reduce capital gains on appreciated shares

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals.

http://bit.ly/calltruewealth

Our website: https://www.truewealthdesign.com/

Phone: 855.TWD.PLAN

Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/

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