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Tag Archives: stock concentration

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CONSOLIDATING RETIREMENT PLAN ASSETS

401k, Blog, Financial Planning, Retirement PlanningBy Michael B. McGinley, CFP ®April 1, 2019Leave a comment

You may find that you have accumulated a number of workplace retirement accounts over the years. Consider consolidating these assets into a single rollover IRA to simplify your life and help you take better control of your financial future. Thanks to favorable tax laws, your retirement plan assets can be as mobile as you are.

unintentional stock concentrators

Unintentional Stock Concentrators

Blog, Investments and Trading, Market Outlooks, Wealth ManagementBy Michael B. McGinley, CFP ®February 10, 2016

Do you unintentionally concentrate your portfolio on one stock?  Most people don’t realize its’ even happening.   I view a concentration issue as having more than 20% of your portfolio in 1 stock. My office is located in a heavy technology company area.  These tech companies have all sorts of retirement and stock plans, including:  ESPP,

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