In this episode, I’m joined again by Brent Sullivan to break down a strategy most investors have never heard of, but that can be incredibly powerful for the right situation: 351 exchanges
If you’ve built significant wealth in a single stock, you’ve probably faced the same dilemma many high-net-worth investors deal with:
- Sell and diversify, but trigger a massive tax bill… or hold the position and take on concentration risk
We walk through how 351 exchanges work, why they’ve started gaining momentum in the ETF world, and when they might make sense as a tax-deferral strategy for concentrated stock positions.
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✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com
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Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.
