8min chapter

Masters in Business cover image

At the Money: Deferring Capital Gains on Appreciated Equity

Masters in Business

CHAPTER

Maximizing Tax Efficiency with ETFs

This chapter explores the tax advantages of ETFs over mutual funds, focusing on their ability to defer capital gains taxes through in-kind transactions. It also discusses strategies for optimizing asset allocation with an emphasis on minimizing tax implications to enhance after-tax returns for investors.

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