Is there a way for a small individual investor to "exchange" shares in stock without doing a "sell A + buy B" for which the sale of A is subject to capital gains tax?
Some cursory googling points me to "exchange funds", but those seem to be designed for accredited investors.
The advice I see for someone like me who wants to "re-balance" is just to change allocations for any new investments, but I'm wondering if there's an effective way to shift existing allocations without incurring a tax penalty...
Is there a way for a small individual investor to "exchange" shares in stock without doing a "sell A + buy B" for which the sale of A is subject to capital gains tax?
Some cursory googling points me to "exchange funds", but those seem to be designed for accredited investors.
The advice I see for someone like me who wants to "re-balance" is just to change allocations for any new investments, but I'm wondering if there's an effective way to shift existing allocations without incurring a tax penalty...