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

Bogleheads On Investing Podcast

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Maximizing Tax Benefits and Efficiency with ETFs

Exploring the unique tax benefits of ETFs, this chapter discusses strategies like in-kind creation and redemption to minimize distributions and generate capital losses for tax purposes. The conversation also addresses the process of converting individual stock portfolios into ETFs for tax efficiency and simplicity, highlighting the advantages of scale in managing ETF costs efficiently.

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