Is It Okay to Have a Lot of Company Stock in My 401k?

In This Video:

Do you have too much company stock in your 401K? That’s a question we get regularly from people who have that option in their retirement account, but how do you know how much is too much? And if your company is doing well, don’t you want to have a lot of its stock?

Things to Consider:

This video can help answer that question by identifying the issues that could arise when you have too much company stock in your 401K. We’ll also help you determine whether you have too much in your 401K now and strategies to help ensure it doesn’t impact your future lifestyle and retirement.


Here’s some of what we discuss in this episode:

0:00 – Intro

0:58 – Diversification

2:28 – Impact on future

3:52 – Impact on emotions

6:27 – Do you have too much?

7:43 – What can you do?


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