I co-authored a blog for Kitces about seeding an ETF in-kind
My co-author/sherpa was Ben Henry-Moreland, CFP®, EA
A blog for Kitces about seeding ETFs in-kind
Ben Henry-Moreland, CFP®, EA, contacted me a month ago to ask if I’d be interested in collaborating on a piece for Kitces.com.
Well, here it is!
Using Section 351 Exchanges To Tax-Efficiently Reallocate Portfolios With Embedded Gains
Below are some of the visuals from the piece.
Or, get caught up with everything I’ve written about Section 351 conversion
