Concentrated Positions

3 votes

Clients with concentrated positions, especially with low basis, have many options to consider to unwind or manage the risk.

A few of the many:
Cashless collars
DAF
Gifting
Exchange funds
Prepaid variable forwards

Having a checklist at a minimum and preferably a decision tree would be helpful.

Thanks for considering!

Under consideration Suggested by: Daniel Granucci, CFA, CFP® Upvoted: 31 Mar Comments: 0

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