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Archived Weekly Edition

Weekly roundup ending 2026-09-20.

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#5 archived pick

J.P. Morgan

Sep 17, 2026

29 sec read

All kinds of in kind: Comparing three types of tax-smart transitions

When transitioning client portfolios, Tax-Smart Separately Managed Accounts (SMAs) offer distinct advantages over newer 351 ETF exchanges and traditional exchange funds.

While SMAs don't provide the immediate, tax-free diversification of the other methods, they allow for ongoing tax-loss harvesting and tax-efficient gifting...

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