Скачать или смотреть What Is A 351 ETF Exchange And Why Should You Care?

Do you hold legacy investment positions with significant gains? What if you could transition into
an ETF without facing a large tax bill?

You can, with a 351 ETF Exchange.

Here’s how it works: Investors contribute stocks or other securities to a newly formed ETF in
exchange for ETF shares. As long as the special rules and diversification requirements are met,
the investor is essentially able to seed the launch of the ETF without an immediate taxable
event.

Because ETFs typically don’t distribute capital gains, investors don’t face taxes until they sell
their ETF shares, allowing for better control over the timing of the tax event.

Are you ready to explore a 351 ETF Exchange? Visit https://www.cambriafunds.com/351 to take the next step in innovative, tax-savvy investing with Cambria today.

Cambria Investment Management, L.P. (“Cambria”) is a registered investment adviser. The
information set forth herein is for informational purposes only and does not constitute financial,
investment, tax or legal advice. Past performance does not guarantee future results. All
investments are subject to risks, including the risk of loss of principal.

Cambria does not provide tax advice, please consult your tax professional.