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Capital Gains Tax Deferral Calculator

Investors with concentrated positions have options when looking to diversify their holdings. This calculator looks at the potential benefits of tax deferred diversification of a concentrated position vs selling and reinvesting the proceeds.

Exploring Exchange Funds

Exchange funds are a type of pooled investment vehicle where multiple investors contribute different equities to the fund—without realizing capital gain tax as a result of the contribution. In exchange, each investor receives shares of the exchange fund. Read more to learn how exchange funds work and the potential benefits.

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