Exchange Funds
Concentrated stock, diversified.
How exchange funds let investors diversify a concentrated stock position without triggering capital gains, what they cost, and where the limits are.
Exchange Funds guides
What to do with vested stock options
Vested stock options come with real choices. Learn what to do with vested stock options, the tax tradeoffs of each path, and how to decide what fits your…
September 23, 2026 · 4 min read
How to find the right exchange fund provider for you
A list of exchange fund providers and how they compare on minimum investment, fees, and holding period, so you can pick the right fund.
September 3, 2026 · 4 min read
29 articles in Exchange Funds
721 exchange vs 1031 exchange: what’s the difference?
721 exchange vs 1031 exchange: see how they differ by asset type, deferral mechanism, and who each one is actually built for.
September 23, 2026 · 3 min read
Single stock risk: how to protect your wealth
Single stock risk means one company controls too much of your wealth. Here's how to spot it and reduce it without a big tax bill.
September 23, 2026 · 4 min read
How to eliminate single stock risk without the tax hit
Selling a concentrated position triggers capital gains tax. Here's how to eliminate single stock risk without the tax hit, using an exchange fund.
September 23, 2026 · 3 min read
Low cost exchange funds help you diversify without a huge bill
Compare low cost exchange funds by minimum investment, eligibility, and fees, and see how some providers now charge little or nothing at all.
September 23, 2026 · 4 min read
How to diversify your portfolio (even if it’s a concentrated one)
Learn how to diversify your portfolio, from standard methods to exchange funds for a concentrated stock position too large to sell without a tax hit.
September 22, 2026 · 4 min read
Selling stock and taxes: what you need to know
Selling stock and taxes: how holding period and cost basis set your rate, what NIIT and state tax add, and ways to reduce or defer the bill.
September 18, 2026 · 4 min read
Exchange Fund Fees: Why Glidepath Charges Nothing
Exchange fund fees typically run ~1% a year for 7 years. Glidepath charges none. See exactly how, and what that saves you.
September 18, 2026 · 4 min read
How to report RSUs on your tax return
How to report RSUs on your tax return, the Form 8949 cost-basis mistake that causes double taxation, and how to avoid it.
September 16, 2026 · 4 min read
What is portfolio diversification?
What is portfolio diversification, why concentration is risky, and how to diversify a large position without triggering a steep tax bill.
September 8, 2026 · 3 min read
RSU tax withholding: what tech employees need to know
RSU tax withholding rarely covers what you actually owe. Here's how the supplemental rate works and what to do about the gap.
September 3, 2026 · 3 min read
Why are RSUs taxed so high?
Why does it feel like RSUs taxed high? Because they're taxed as ordinary income at vesting, not capital gains. Here's how it works.
September 3, 2026 · 3 min read
Is an exchange fund the same as an ETF?
Is an exchange fund the same as an ETF? No. See how the two differ on eligibility, liquidity, and tax treatment before you invest.
August 26, 2026 · 2 min read
More in Exchange Funds
- Exchange fund vs. selling stock: which is better for you?
- What is a 721 exchange?
- How can you avoid capital gains tax on stocks?
- Concentrated stock: risks and how to diversify
- The pros and cons of exchange funds for people with concentrated stock positions
- What are exchange funds? The complete guide
- What is the exchange fund 7-year holding period?
- How to defer capital gains tax on stocks
- What is a concentrated stock position?
- Should you sell you RSUs immediately?
- Exchange fund eligibility requirements: do you qualify?
- What happens to RSUs when you leave a company?
- How are RSUs taxed? A complete guide to vesting, selling, and diversifying
- Exchange funds for concentrated stock positions: What you need to know
- The Tax Benefits You Get From Contributing to an Exchange Fund
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