Expert Network Team
Expert Network Team
Jeff Krommendyk, Mike Miller, Karl Frank, Nathan Merrill
Episode 16: Concentrated Equity Strategies 1 of 2
22 minutes Posted Jan 26, 2021 at 11:05 pm.
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Show notes
Karl Frank and Nathan Merrill discuss what to do when a large amount of your net worth is tied up in a single company's stock. This is called having concentrated equity. Learn investment and tax strategies to reduce the tax-load and increase the after-tax money you have. Learn about costs, complexity and safety for different strategies. Learn about two different types of charitable trust strategies. For the newly-minted wealthy, these decisions are complicated and important.