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Company Stock

How To Get The Most From Company Stock Upon Retirement

If you accumulate a significant amount of company stock over the course of your career, how can you maximize the value of those concentrated stock holdings when you retire? Noting that “Selling a concentrated stock position can take many years because of tax considerations or restrictions on selling”, the author of today’s article highlights one strategy to consider to generate… 

It’s The Most Wonderful Time Of The Year…For Examining Your Retirement Strategy

While it may not be something you are eager to do amongst holiday festivities, the financial planners cited in today’s article believe “the end of the year is the perfect time to take a look at where you are when it comes to retirement and make adjustments.” So, assuming you are willing to set aside a couple of hours before…