The Long Term Investor cover image

Trapped By Taxes? How 351 Exchanges Let You Diversify Without Selling Your Stock (EP.225)

The Long Term Investor

00:00

Integration and Long-Term Tax Deferral

Peter emphasizes post-trade monitoring, rebalancing, and that 351 exchanges defer but do not eliminate taxes when ETFs are later sold.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app