Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
How to Diversify Concentrated Stock Without a Big Tax Bill
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…
The skinny
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