Exchange Funds
Concentrated stock, diversified.
An exchange fund lets an investor diversify a concentrated position without triggering the capital gains a sale would. These articles cover how the structure works, what it costs, how RSUs and vesting fit in, and where the approach has limits.
24 articles
Articles in Exchange Funds
How to diversify your portfolio (even if it’s a concentrated one)
· 6 min read
Selling stock and taxes: what you need to know
· 4 min read
How to report RSUs on your tax return
· 4 min read
What is portfolio diversification?
· 4 min read
How to find the right exchange fund provider for you
· 4 min read
RSU tax withholding: what tech employees need to know
· 4 min read
Why are RSUs taxed so high?
· 3 min read
Is an exchange fund the same as an ETF?
· 2 min read
Exchange fund vs. selling stock: which is better for you?
· 3 min read
Should you sell you RSUs immediately?
· 4 min read
What is a concentrated stock position?
· 3 min read
How to defer capital gains tax on stocks
· 3 min read
What is the exchange fund 7-year holding period?
· 3 min read
Exchange fund eligibility requirements: do you qualify?
· 3 min read
What happens to RSUs when you leave a company?
· 4 min read
What is a 721 exchange?
· 8 min read
How can you avoid capital gains tax on stocks?
· 4 min read
Concentrated stock: risks and how to diversify
· 7 min read
How are RSUs taxed? A complete guide to vesting, selling, and diversifying
· 5 min read
Exchange funds for concentrated stock positions: What you need to know
· 4 min read
The pros and cons of exchange funds for people with concentrated stock positions
· 4 min read
The Tax Benefits You Get From Contributing to an Exchange Fund
· 5 min read
Exchange Fund Fees: Why Glidepath Charges Nothing
· 3 min read
What are exchange funds? The complete guide
· 8 min read