Is seeding an ETF in-kind the right strategy?
I compare seeding an ETF to an exchange fund, charitable remainder trust, and tax-aware long/short separate account.
This is chapter 5 from my book, “The Adviser’s Guide To Seeding an ETF In-Kind,” about alternatives to seeding an ETF in-kind, including:
1. Do nothing
2. Sell to rebalance
3. Exchange fund
4. Charitable remainder trust
5. Tax-aware long/short extension (e.g. 130/30)
Each has pros/cons.
Everything I’ve written about seeding ETFs in-kind
My tracker of ETFs seeding in-kind