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Relevant Markets Content: KSS, 351, QQQ

Money Stuff: The Podcast

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Tax Efficiency and Innovations in ETFs

This chapter explores the tax advantages of Exchange-Traded Funds (ETFs) over mutual funds, focusing on strategies that help investors defer capital gains taxes. It discusses custom-built ETFs that provide diversification for concentrated stock positions and covers the unique benefits of swap funds in ETF format. Additionally, the chapter highlights the potential regulatory challenges and implications of anonymity for significant investments in ETFs.

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