Unlocking the Power of 351 Conversion: ETFs, Tax Efficiency & the Future of Investing
Update: 2025-02-06
Description
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
Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter
Questions or ideas? Email us at bigpictureinpractice@morningstar.com.
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