351 exchange

ETF Upside

How Alpha Architect Is Keeping 351 ETFs Rolling

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The funds, which can help investors move portfolios with concentrated stock positions, are gaining steam.

2 min read

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ETF Upside

These ETFs Are Being Seeded with Tax-Free Exchanges

Asset managers are increasingly using 351 exchanges to move investors’ concentrated stock holdings to new ETFs, even if they don’t specialize in that tax strategy.

2 min read
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ETF Upside

Do ETFs Make RIA Firms More Valuable?

A firm that offers white-label services says so, but RIAs may need a certain threshold of assets to make ETFs work.

2 min read
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ETF Upside

Can Crypto Be Converted Using 351 Exchanges? It’s Complicated

Some think cryptocurrencies can be converted into ETFs tax-deferred, but few have actually tried it.

1 min read

ETF Upside

What’s the Difference Between 351 Exchanges and Exchange Funds?

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Either one of these popular tax-advantaged strategies can help clients diversify and defer tax bills, but they can be complex as well as costly.

4 min read

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ETF Upside

The 351 Exchange ETF Is Here. More Are on the Way

The ETF strategy lets wealthy investors defer, or even avoid, capital gains tax liabilities.

2 min read

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