Managing Concentrated Positions
Director of Financial Planning Andrew Busa explains how RWA Wealth Partners helps clients manage concentrated stock positions and reduce risk for long-term financial security.
Join Andrew Busa, director of financial planning, as he discusses the risks and opportunities of holding concentrated positions in your portfolio. He outlines four key strategies: thoughtful giving, options overlays, tax-efficient diversification and succession planning with grantor retained annuity trusts. Watch now and discover how these approaches can help you reduce risk, maintain flexibility and secure your financial future.
Cash balance plans
Employer-sponsored retirement plans, such as cash balance plans, allow substantial pretax contributions with long-term benefits.4 If you’re a business owner, contributing significantly to a cash balance plan can reduce your current taxable income, potentially moving you to a lower tax bracket and increasing your net cash flow. By maximizing contributions to this plan, you not only save for retirement aggressively but also benefit from immediate tax deductions.Think of the current estate tax breaks as a limited-time offer.
Disclosures:
This material is for informational purposes only. All investments carry risk of loss. Tax, legal and insurance information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice, or as advice on whether to buy or surrender any insurance products. Always consult with a professional before taking specific action.
Data and statistics contained in this report are obtained from what we believe to be reliable sources; however, their accuracy, completeness or reliability cannot be guaranteed.
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