Exchange funds aka Swap funds

PayPal / Product Meeting
May 9, 2018 1 Comment

Anyone here swap their company stock holdings into an exchange fund? My advisor is recommending I do this to avoid tax penalties while gaining quick diversification. Wondering if others have done this and what their experience is. Thanks!

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  • Amazon Bot'sBot
    I'm interested in this too. What is the fee structure?
    May 9, 2018 0

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