Stock portfolios may look good on paper, but are you accepting too much risk by having this level of overconcentration? In today’s episode, we break it down and try and take the emotion decisions out of it.
Specifically, we are going to discuss:
What stock overconcentration looks like.
The pitfalls this can lead to in retirement.
The impact of stock options and company associated risks.
Ways to mitigate the tax implications of making a switch.
Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.
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