A Taxing Dilemma: An Analysis of Liquidating ETFs in Favor of SMAs

Overview

As an alternative to ETFs, investors are seeing the value of investing in separately managed accounts (SMAs), which offer diversified, index-like, and customizable exposure. However, what does it mean for investors who already hold a basket of appreciated ETFs but would like to unlock the potential of SMAs? This dilemma is explored through a reasonable set of future scenarios to provide guidance on when it might be time to sell and hold.

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