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Personal Investments • Concentrated stock: guidance on diversification, portfolio structure, and mortgage decision

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I agree with poster to sell between around $8 million of the long term stock (and set aside the taxes).
I don't understand the suggestion to set aside the taxes. Seems like that will cause a significant penalty that can be avoided.

Statistics: Posted by retiredjg — Mon May 04, 2026 10:58 am — Replies 9 — Views 357



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