• Unlocking the Power of 351 Conversion: ETFs, Tax Efficiency & the Future of Investing

  • Feb 6 2025
  • Length: 38 mins
  • Podcast

Unlocking the Power of 351 Conversion: ETFs, Tax Efficiency & the Future of Investing

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  • Summary

  • 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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