Tax-efficient stock diversification

​If most of your wealth is in one stock, you’re probably stuck between two options. Hold it, and your financial future rides on one company, or sell it and you could face a large tax bill up front.

​Frec offers another path—diversify tax-efficiently, using harvested losses to help offset the gains as you sell.

​In this session, Mo Al Adham (CEO & Founder of Frec) and Andre Nader (Founder of FAANG FIRE) will cover:

• ​Direct indexing and capital losses 101: how owning the stocks in an index lets you harvest losses, and how those losses can offset gains from RSU sales, tender offers, or other liquidity events

• ​Two ways to diversify: Long short direct indexing if you’re still at the company and selling during trading windows, and Frec Diversify if you’ve left and want to transfer your stock in

• ​How long it takes: what affects your timeline, and how leverage lets you speed up or slow down

• ​What happens when you’re done: moving into a Classic direct index, and your options for doing it on your own timeline

​Andre will also share how he’s used Frec’s Classic direct indexing while diversifying out of his own RSU position.

​We’ll wrap up with a live Q&A.

​Andre is a client of Frec and was paid a one-time fee for co-hosting this webinar. This payment may create a conflict of interest and may not be representative of the experience of other customers or guarantee future performance. Investing involves risk, including the risk of loss. Brokerage services provided by Frec Securities LLC, member FINRA/SIPC and advisory services provided by Frec Advisers LLC, an SEC RIA. Both wholly owned subsidiaries of Frec Markets, Inc.