Using Section 351 Exchanges To Tax-Efficiently Reallocate Portfolios With Embedded Gains – Go Health Pro
Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. While the gains signal portfolio growth, they also create challenges for ongoing management. Because when it comes time to rebalance the … Read more
