What is an Exchange Fund (and Should You Ever Join One)? - Listen

What is an Exchange Fund (and Should You Ever Join One)?

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Should you join an exchange fund? Can they really minimize taxes? What are the potential downsides? What are your other options? Do we recommend them?Join us as we talk through the pros and cons of exchange funds, plus a few alternatives that could provide added protection without all the complexity. Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Meg Bartelt on LinkedIn Flow Financial PlanningMoney can be confusing—but it doesn’t have to be. When y...

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