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How does the exchange-fund component diversify a low-basis stock position without triggering capital-gains tax?

Updated over 2 weeks ago

Instead of selling stock, you contribute shares (or cash) into the Pod’s exchange-fund sleeve and receive an interest in a broad basket of securities and jet-access rights. Because the contribution qualifies as a tax-deferred exchange under Sections 351 and 721, capital gains are deferred, not realized, while you gain diversification and potential upside from the pooled portfolio.

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