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Many investors want to diversify out of a few appreciated stocks but can’t stomach the tax bill that comes with selling. In this episode, Peter Lazaroff explains how Section 351 exchanges give investors a smarter, tax-efficient way to move from concentrated stock positions into diversified ETFs–without triggering immediate capital gains.
Listen now and learn:
► What a 351 exchange is and how it works
► Who’s a good candidate–and who isn’t
► Questions to ask an advisor before pursuing one
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
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