Diversify by selling stock and investing the proceeds
Pre-tax value of shares today
NA
NA
less tax on sale1
NA
NA
less brokerage fees
NA
NA
Starting investment in diversified fund
NA
NA
Value of investment after 7 years2
NA
NA
1 Assumes a state and federal tax rate of 46% on sale of stock underlying options and 32% on stock sales - your actual tax rate may vary.2 Assumes the annual appreciation on both the exchange fund and the investment made with stock sale proceeds are 12.5% p.a.