THE DIVERSIFICATION DILEMMA

There are planning approaches that allow you to diversify while actively managing the tax impact—not just accepting it.

This matters if you:

• Hold stock representing 30%+ of your net worth
• Are an executive with concentrated equity compensation
• Acquired a concentrated position through a business sale or merger

Disclosures

This material is for educational purposes only. All examples are hypothetical and are not guarantees of future outcomes. Investing involves risk, including possible loss of principal. Tax outcomes depend on individual circumstances and may change based on tax law. This material does not provide tax, legal, or investment advice.

Investment Advisory Services are offered through Mariner Platform Solutions (MPS), an SEC Registered Investment Adviser. KinneyMunro Wealth Advisors and MPS are not affiliated entities. Registration of an investment adviser does not imply a certain level of skill or training.

Call us at KinneyMunro Wealth Advisors. We can help.