15min chapter

Bogleheads On Investing Podcast cover image

Episode 70: Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri

Bogleheads On Investing Podcast

CHAPTER

Exploring Tax Benefits of ETFs

The chapter delves into the unique tax benefits of ETFs, comparing them with mutual funds and separately managed accounts. It explains how ETFs can transact in kind to avoid taxable distributions, highlighting specific legal provisions that make these transactions non-taxable. The conversation emphasizes the tax efficiency, fairness, and public policy advantages of ETFs for investors at different wealth levels.

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