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SK Wealth - Episode 22 - Managing Concentrated Positions
Manage episode 280262537 series 1532824
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.
70 episode
Manage episode 280262537 series 1532824
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.
70 episode
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