Too Much Stock? How to Diversify Without a Huge Tax Bill

Sitting on a big stock position and scared of the tax hit if you sell? You’re not alone. We’re teaming up with Russell Direct Indexing to talk about a smarter way to unwind concentrated stock, RSUs from your employer, and other investments with large built-in gains. You’ll see how this approach may help lower taxes over time while reducing the risk of having too many eggs in one basket. We’ll explain how direct indexing can help you diversify over time, “bank” tax losses, and still closely track the S&P 500. We’ll finish with a live Q&A so you can ask real-world questions. If your portfolio looks great on paper but makes you nervous when the market moves, this webinar is for you.