Trapped By Taxes? How 351 Exchanges Let You Diversify Without Selling Your Stock (EP.225)
The Long Term Investor
Outro
Closing remarks with resources, how to schedule a call with Peter, and PlanCorp disclosures and contact info.
Wondering if you’re making the right financial moves? Let’s build a strategy you can rely on. Schedule a call with Peter to get professional guidance.
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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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References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
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