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  • Unlock Tax Efficiency with 351 Exchanges

    Unlock Tax Efficiency with 351 Exchanges

    A Section 351 exchange under U.S. tax law lets you transfer assets like stocks to a corporation (e.g., a new Exchange-Traded Fund, or ETF) in return for shares, without triggering taxes on gains or losses—if you meet the rules. How it Works with ETFs: Key Rules to Know: Why It Matters: This approach can save…

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