4 Ways to (Tax-Efficiently) Diversify Concentrated Investments
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
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Show Notes
Today, I'm talking about navigating the risks of concentrated investments.
Specifically, Peter Lazaroff, CIO of Plancorp, joins me to answer three BIG questions:
➤ How do you know if you have a "concentrated investment?"
➤ What are some little-known risks investors aren't considering?
➤How do you (tax-efficiently) diversify concentrated investments?
I also share a specific exercise investors can follow to decide if they should sell some or all of their concentrated holding(s).
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