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Home > Your Money, Your Wealth > What to Do When You Own Too Much of One Stock - 338
Podcast: Your Money, Your Wealth
Episode:

What to Do When You Own Too Much of One Stock - 338
Category: Business
Duration: 00:42:36
Publish Date: 2021-08-10 13:00:00
Description:

Ways to diversify concentrated stock positions, like using a donor-advised fund. How does the IRS know if a required minimum distribution is a qualified charitable distribution? From which pool of money should you pull extra retirement income? Also, structured notes, & paying Grandma for daycare without impacting taxes on her pension - lump sum or monthly payments? Finally, thoughts on starting a career in financial planning. Podcast survey, transcript, resources, Ask Joe & Al: https://bizlink.to/ymyw-338
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