frogprin01

If most of the value is in one company wouldn't it follow that most of the concentration risk is also in that one company?

Thanks! The risk is actually split between two companies because the company split into two companies. Most of the value however is in...

Like most of the others, I think the single stock risk is the overriding factor and in your shoes I would diversify away from it at some...

Thanks for confirmation. The tax preparer has near vision on your picture. The financial advisor has done homework in other areas, and...

Thanks!! And you are correct we have a separate financial advisor from our tax accountant and they have a full understanding of all our...

Good point. Similar to Allinj Thanks! Similar to all4j approach. Of course, I would have to make assumptions on future capital gains...

Excellent points!! Thanks!

Thanks!

Great point! Thanks

Thanks! I am currently at 18% for long term capital gains. That probably does not change your reasoning correct.

Thanks for the reply. I know that the information included in my post was limited. I provided more detail in my answers to the post from...

There are no restrictions. These are stocks acquired over my 30 years at the company that I never spent until I retired at 59.5. They...

HI all I really enjoy this forum and the wealth of information. I have a question about tax strategies specifically about reducing...