Do I have to pay tax on stocks if I sell and reinvest? Not with Exchange Funds.

By |2024-03-28T00:18:59+00:00March 25th, 2024|Concentrated Investments, Financial Planning, Investing, Tax Management|0 Comments

Do you have to pay tax on stocks if you sell and reinvest? Yes. But there's a way to effectively execute a similar transaction with similar positive outcomes through an exchange fund. If you are a tech professional, building your wealth by holding on to your employer's stock was probably [...]