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How To Manage Risk Exposure And Taxes In Concentrated Stock Portfolios
This is a discussion of some options for reducing risk and unwinding a concentrated stock position that has increased significantly.
Charitable remainder
Exchange funds
Mitigate taxes
Concentrated stock
Capital gains
Charitable trust
Direct indexing
Tax loss harvesting
Selling Employer Stock In 2023? Beware Of Steep IRS Tax Penalties
Employees eager to sell concentrated employer stock should be aware of tax payment rules to avoid steep tax penalties.
Restricted stock units
Stock options
Avoid costly
Tax penalty
Concentrated stock
Company stock
Stock option
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