Latest / The MedTech Wealth Advisor Podcast
351 Exchanges & Exchange Funds: Diversify Portfolio & Skip Taxes
Diversifying a large stock position without triggering a massive tax bill can feel impossible, but there are advanced strategies designed specifically for this challenge. In this episode, Matt breaks down two powerful but often misunderstood tools: the 351 Exchange and the Exchange Fund. While they sound similar, they serve completely different types of investors and portfolio problems.
You’ll learn how a 351 Exchange can help reorganize an already diversified portfolio into a custom ETF without realizing capital gains. Then, Matt explains how an Exchange Fund can provide much-needed…
The skinny
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