Unlocking the Power of 351 Conversion: ETFs, Tax Efficiency & the Future of Investing

In this episode:

• The tax advantages of ETFs and how they compare to other investment vehicles.
• How Section 351 conversions enable tax-efficient transitions from SMAs to ETFs.
• Potential regulatory risks and what they mean for the future of ETF tax benefits.

Additional resources:

Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/351-conversion-sma-to-etf-white-label-etf

Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice

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