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A New Solution for Big Stock Gains: 351 ETF Conversions

Topic

Investment Planning

Program ID

339105

Hours

1

Format

Self-Study / Recorded webinar

Complexity

Intermediate

Description

ETFs have evolved the investment landscape with notable benefits like intraday trading, lower fees, transparency, and impressive tax efficiency. But what about investors who hold legacy investment positions with significant gains? Is there a way to transition into an ETF without facing a large tax bill? There is, with a 351 ETF Exchange. Learn all about what assets qualify, and how to participate in this exciting new solution.

Learning Objectives

Identify and explain a 351 Conversion Determine and apply the qualification criteria for 351 ETF Exchanges Design and recommend 351 ETF Exchange strategies for clients with concentrated positions.