What is deferring the tax bill actually worth?

Enter your position and see selling today, a typical exchange fund, and Glidepath side by side over 10 years.

I have a $ position in
with a cost basis of $,
and I pay taxes in .

Estimated 10-year savings

Versus selling and reinvesting today³

$630,020

Additional portfolio value at year 10

Sell today & reinvest

$242,900 day-one tax bill

$1,963,722

Typical exchange fund³

1% annual fee

$2,367,364

Glidepath

Zero management fee

$2,593,742

10%/yr assumed growth

10-year horizon

The Glidepath Exchange Fund helps you keep more today, and build more for the future.

Capacity is limited. Enter your email and we will confirm your eligibility and reserve your place in the next closing.

Speak with a Glidepath advisor to walk through eligibility, the fund structure, and your specific position.