5 Tax Strategies to Help You Diversify Your Concentrated Stock Position

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5 Tax Strategies for Diversifying Concentrated Stock Positions

Taxes are always an important consideration for investors, especially when holding a concentrated position in company stock.

In fact, tax liability is one of the more common reasons investors cite for not diversifying their stock concentration, even when they understand the risk of holding it.

Included in this FREE Ebook are some strategies you can use to reduce or eliminate the potential tax liability associated with diversifying a concentrated stock position.

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About Peak Wealth Partners

At Peak Wealth Partners, we work with pre-and post-retirees and their families to establish and maintain a unique, customized retirement plan. Our commitment to you begins with the first meeting where we determine your goals and it continues as your life changes and together we make disciplined, educated decisions to keep your financial picture in focus. Our mission is to get to know and understand your needs, wants, and long-term goals.

We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment adviser. Gladstone Institutional Advisory and Peak Wealth Partners are separate entities from LPL Financial.

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