Question

Selling all at once or staggering sales: which approach is better?

Answer

Staggering sales over multiple years is often better. It helps smooth out taxes, reduce market timing risk, and allows you to align sales with life goals. Selling all at once concentrates your tax hit into one year (potentially pushing you into higher brackets) and locks in whatever the market price is on that single day.

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We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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