Olympus Wealth Strategies Podcast
Many investors build significant wealth in a single stock over time. The challenge comes later: selling the position could trigger a large capital gains tax, but continuing to hold it can leave a portfolio dangerously concentrated. https://www.cambriafunds.com/351 [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEtLT1pjOEVLQXZKXzF3NElrNTFBLTZMTnhHZ3xBQ3Jtc0tuRkFhdGFlTXJJa3o3endNN01uZm0yYUJRUUI1NUdISVp2UTJNRDZCRWFUUmpjbVZLLTcyX05wLWl5eEJGMS1hSE81dnZLRkN3cklVM2tVcEg4aWlUX3BlakRwRG91dC1FWFRBVkIyZFBMVjRkSTRDMA&q=https%3A%2F%2Fwww.cambriafunds.com%2F351&v=U-iJPYu9ZV8] So how do investors reduce concentration risk without immediately creating a large tax bill? We sit down with John Keetz, VP of Portfolio Operations at Cambria Investments, to explain the 351 Exchange, a structure that may allow investors to contribute highly appreciated stock into an ETF and receive diversified ETF shares in return, potentially deferring capital gains taxes. This conversation breaks down how a 351 Exchange ETF works and why the strategy is gaining attention among investors dealing with large concentrated stock positions. In this episode, we discuss: • What a 351 Exchange is and how it works • How a 351 Exchange ETF differs from traditional exchange funds • How investors may diversify concentrated stock positions • Potential tax deferral benefits and important considerations • Which investors may benefit most from this strategy If you have built significant wealth in a single stock position, this episode explains one potential approach to diversifying concentrated stock while managing capital gains taxes. Subscribe to stay up-to-date on future episodes. We’ll be bringing in more experts to talk markets, strategy, and building wealth in a rapidly changing world. #businessownerservices #financialplanning #retirementplanning #taxplanning #wealthmanagement #351Exchange Visit Our Website: https://investolympus.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbloxWktiZHlNeFVMQ3dBdzBhS3JBRmgwaXAxZ3xBQ3Jtc0trcW9zZk1pRXJuSVZleGhKZ1ZmV3ExVnpxUUFCbDlyUTdjaU9ZNlRKakczaW02WmJZbTJvSl9kWURZeXVZckQxb0FHbDRMTVJqTndUd1NJckpQdkRlRmxZdk1BdXctNXo3R1NUbkJOc2UwNTR1eTREZw&q=https%3A%2F%2Finvestolympus.com%2F&v=U-iJPYu9ZV8] Legal Disclosures: https://investolympus.com/disclosures/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa05PTUlwNG84MWdSMDBRd2dBY25fZFNpUzdjUXxBQ3Jtc0tueGJQaGRsOG9TNUhTS24za0ZFLXpTcDBOQ3k0dHBYSXlfTnB4alM1ZXRSU1lHZmZrQkVtc3RpLUpkbzlyQngtWkx0YUZvU0Vfa3N0Q0stYjVjRVVfMVhBdEYyQzBYZWZaRGFLUjJmRHRZMFRpQTctcw&q=https%3A%2F%2Finvestolympus.com%2Fdisclosures%2F&v=U-iJPYu9ZV8]
33 episodios
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