Question

Should I sell all my company stock immediately when the lockup expires?

Answer

Selling everything at once can trigger a massive tax bill, expose you to market timing risk, and lead to regret. Build a multi-year plan that staggers sales over several years to smooth out taxes, reduce timing risk, and align with your personal financial goals.

About Mercer Advisors

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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