What are the tax implications of the Apollon transfer?

Tax implications will vary by client, custodian, account type, and investment strategy. Your Wealth Advisor will work with you to manage tax implications.

For retirement accounts such as IRAs, the transfer will be considered a trustee to trustee rollover and therefore nontaxable.

For taxable accounts, your holdings will be transferred over from your Fool Wealth SMA to your Apollon account. Your advisor will personalize your strategy accordingly.