Strategies for Concentrated Stock Positions скачать в хорошем качестве

Strategies for Concentrated Stock Positions

Do you have a concentrated stock position that you need help with? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact. Concentrated stock positions are something we see on a regular basis. These positions can pose some real risks in retirement both from a wealth loss and tax standpoint. But what can investors do about these positions? The first step is determining if you need an exit strategy then developing the right one. Here are a few questions you should ask yourself: 1. Is your retirement's success dependent on how this position does? 2. Is the position larger than 10% of your portfolio? 3. Does the position keep you up at night? We'll talk through each of these in this video and talk through strategies you can use to strategically unwind these positions. Here are a few we cover: ✅ How to use Net Unrealized Appreciation if your concentrated position is company stock ✅ How you can protect your position with a collar option strategy ✅ How you can set up a charitable trust if you don't readily have a need for all of the money and want to give to others We'll talk about each of these and more... #retirementincomeplanning #concentratedstockpositions - - - - - - - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA... 🏆 Join our 'Retirement Mastery' Facebook Group: https://bit.ly/retirement-mastery-group 📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat... Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...