How Millionaires Diversify a Huge Stock Position Without a Massive Tax Bill скачать в хорошем качестве

How Millionaires Diversify a Huge Stock Position Without a Massive Tax Bill

Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/M... Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2026/01... The Risks and Rewards of a Concentrated Stock Position - [https://assets.jpmprivatebank.com/con...](https://assets.jpmprivatebank.com/con...) What is a 351 Exchange? -    • What is a 351 Exchange?   ➡ PLEASE READ! ⚠️ Be careful of scammers. In the COMMENTS section, We will NEVER offer any investment products, recommend a stock broker, or anything similar. Some scam bot commenters coordinate a “conversation,” including “asking” for investment help, and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be relied upon for personal decision making. Each plan is developed using specific client conversations, assumptions, and planning inputs that are not fully detailed in these videos. Please consult your own financial, tax, and legal advisors before making any financial decisions. This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutio... 0:00 – When one stock becomes too big 0:47 – A critical question about your lifestyle risk 1:35 – A story that changed someone’s retirement 2:54 – The bigger risk most people overlook 3:58 – A smarter approach to managing taxes 4:39 – How to avoid big tax mistakes 5:30 – A simple method to reduce risk gradually 5:52 – A creative way to give and diversify 7:52 – A more advanced strategy that defers taxes 10:33 – What really matters for most retirees 11:07 – One more strategy that can save you thousands