『351 Exchanges & Exchange Funds: Diversify Portfolio & Skip Taxes』のカバーアート

351 Exchanges & Exchange Funds: Diversify Portfolio & Skip Taxes

351 Exchanges & Exchange Funds: Diversify Portfolio & Skip Taxes

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 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.
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