How to exchange your ETF without capital gains | Alpha Architect posted on the topic | LinkedIn

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Alpha Architect

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4d

Still holding an ETF that no longer fits your strategy? If you invested in an ETF years ago and feel stuck due to capital gains, a 351 exchange into the Alpha Architect U.S. Equity 2 ETF (AAEQ) may offer a solution. Rather than selling and triggering a tax bill, qualified investors may be able to contribute their existing ETF in exchange for shares of a newly formed ETF—potentially streamlining portfolios without realizing gains. PS: Most ETFs meet 351 diversification rules. Learn more: https://lnkd.in/d5Xh9x7T

Transcript

Make an investment years ago into an ETF and wish you could swap into another ETF but you feel stuck due to tax consequences? Well, a 351 exchange is a potential solution for these types of situations. Instead of selling and accepting the large tax bill, investors may be able to use a 351 exchange to potentially streamline their portfolios by exchanging their existing ETF's for shares of a newly formed ETF. Now, one important note. While we need to meet the Section 351 diversification rules, since ETS are examined on a look through basis, each ETF generally passes the 351 diversification requirements.

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