5 Ways to Manage a Concentrated Stock Position
Investors can wind up with a concentrated stock position in different ways. But it’s most often from an inheritance, founder, or employee with company stock.
Financial planning and investment insights tailored to individuals expecting sudden wealth from company stock options, sale of a business, inheritance, or trust fund distribution. Develop a strategy to make the most of the windfall and design an investment plan going forward. If you’re expecting a lump sum from an inheritance, sale of a business, trust, or stock options after an IPO, you’ll want to get a plan in place to best utilize your sudden wealth. An unexpected windfall can change your life.
Investors can wind up with a concentrated stock position in different ways. But it’s most often from an inheritance, founder, or employee with company stock.
Is exercising stock options right before a company goes public a good idea? Employees with pre-IPO incentive or non-qualified stock options often wonder if they
The sale of a business marks a major life event. It’s emotional, stressful, and exciting all at the same time. And unfortunately, it’s often a
There are many ways individuals become suddenly wealthy. Depending on the nature of the windfall, planning opportunities and considerations will vary. For example, the tax
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There are lots of ways to spend an inheritance. But just because you have options, doesn’t mean they’re all good options. After receiving an inheritance
UPDATE: In April 2024, the IRS again announced final regulations will be forthcoming and will apply (at earliest) to the 2025 distribution year. Individuals affected