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Kiplinger
Kiplinger
Business
Evan T. Beach, CFP®, AWMA®

Three Options for Retirees With Concentrated Stock Positions

Apple EY Tesla Inc.
An older man looks thoughtful as he looks into the distance.

In the past 15 years, I have had many people, some of whom became clients, tell incredible stories of being in the right place at the right time.

Take the woman whose $6,000 of Apple stock (AAPL) turned into $2.7 million, or the couple who were early Tesla (TSLA) adopters and watched their stock soar over $10 million. Theoretically, these people are now good forever. In a diversified portfolio, that is.

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