Publix Retirees: Is Your Entire Lifestyle Dependent on One Stock?
Автор: CapSouth Wealth Management
Загружено: 2025-11-25
Просмотров: 23
If you're a Publix retiree with significant company stock, you may have asked yourself when the right time is to diversify.
Publix valuations happen quarterly - March 1, May 1, August 1, and November 1 - and it's easy to wait for "just one more valuation" before making a move.
In this video, I walk through three questions that can help you think through your Publix stock concentration, including how to approach diversification in a tax-efficient way using strategies like Net Unrealized Appreciation (NUA).
Related video on NUA strategy: • NUA Tax Break for Publix Stock: Don't Acci...
Ready to explore whether diversification makes sense for your situation?
Clarity is just a conversation away: https://capsouthwm.com/connect-with-us/
Timestamps:
00:00 - The quarterly valuation cycle: Why retirees keep waiting
01:20 - Would your lifestyle be affected if something happened to Publix?
02:32 - How to approach diversification (ESOP, NUA, tax strategies)
04:59 - When to have this conversation (before something goes wrong)
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