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(1:00) - What Is A 351 ETF Exchange and What Are The Benefits To Investors? (7:00) - What Are The Current Requirements To Take Advantage of This Process? (11:30) - How Does This Process Differ From An Exchange Fund? (13:45) - Breaking Down…
Where did the capital gains go? An ETF tax trick for wealthy investors has been snowballing this year. So-called 351 exchanges, which let investors transfer assets from other holdings in their portfolios and defer (or ultimately avoid) cap…