Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
How to Rebalance a Highly Appreciated Portfolio Without Selling: The 351 Exchange Strategy
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Many investors have highly appreciated stocks and ETFs they would like to diversify, simplify, or replace, but selling those investments can create a significant capital gains tax bill.
In this episode, Tyler Emrick, CFA®, CFP®, discusses the 351 Exchange Strategy, a little-known tax-efficient planning opportunity that may allow investors to exchange appreciated stocks and ETFs into a diversified ETF without first selling and realizing capital gains taxes.
Tyler covers:
What a 351…
The skinny
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