Disclosures
This information is for informational purposes only and should not be considered as financial or legal advice. Always consult with a qualified professional before making any decisions related to your finances or legal matters.
Disclaimers & Disclosures
This material is for informational purposes only and does not constitute investment, legal, or tax advice. This company is not a broker-dealer and does not provide investment advice.
● Investors should consult with their tax, legal, and financial advisors before proceeding with any investment strategy, including a 351 exchange.
● Section 351 exchanges are complex and subject to specific IRS rules and requirements, including diversification and control thresholds.
● Outcomes of a 351 exchange may vary based on individual circumstances.
● Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency has approved, determined the accuracy, or confirmed the adequacy of this information.
This company matches fund issuers and investors for a 351 exchange but does not provide any services beyond that.
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