Hi Ed, Thanks for sharing all of this! You mention that the ETF shares you receive can then be “or even used in another 351 exchange”. I have read that you can’t contribute those shares to another 351 exchange. If you have any reference that you could share about that possibility, I would really appreciate it. Thanks, Craig
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Hi Ed, Thanks for sharing all of this! You mention that the ETF shares you receive can then be “or even used in another 351 exchange”. I have read that you can’t contribute those shares to another 351 exchange. If you have any reference that you could share about that possibility, I would really appreciate it. Thanks, Craig
Post: 351 Exchange – Tax-Free Transfer of Individual Stocks to an ETF
Link to comment from May 22, 2026