Ep 80: Should I Sell a Stock With a Large Taxable Gain?
Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Ep 80: Should I Sell a Stock With a Large Taxable Gain?

2021-09-09
You may have acquired stock and seen it significantly rise in value over time. Now you're not sure what to do: let it ride or sell, pay taxes, and reinvest in a better portfolio.   Astute investors know concentrated stock holdings are suboptimal and expose a portfolio to diversifiable risks. But simply selling regardless of tax consequences is also short-sighted. So how do they best fit into your portfolio and financial plan?   Hear Kevin discuss how to think through this complex decision. He will evaluate the costs and expected be...
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