SK Wealth - Episode 22 - Managing Concentrated Positions
SK Wealth's Solutions & Knowledge podcast
English - December 16, 2020 19:36 - 22 minutes - 21 MB - ★★★★★ - 6 ratingsInvesting Business News Business News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: SK Wealth - Episode 21 - Home Buying Planning and Strategies
You may receive an inheritance, stock options, restricted stock units (RSUs) or build a large position through an employee stock purchase plan (ESOP). This can lead to a large concentrated position. We discuss the risks, tax implications and strategies to manage a concentrated position. A proper plan incorporating tax-planning, investment strategy and risk management will protect your wealth.