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Chris DeMuth's State of the Markets February 2024

Yet Another Value Podcast

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Exploring the 'box' ETF and Tax Advantages

The chapter delves into a new ETF, 'box,' offering unique tax advantages by providing the risk-free rate taxed at long-term capital gains instead of short-term interest income. The discussion emphasizes the potential benefits for finance professionals, focusing on investment complexities and opportunities. It explores leveraging strategies, tax arbitrage scenarios, and intergenerational lending relationships to maximize tax advantages while cautioning about potential regulatory scrutiny.

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