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Bogleheads On Investing Podcast
Episode 70: Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri
May 30, 2024
Dr. Wes Gray, CEO of Alpha Architect, discusses the unique tax benefits of ETFs, transitioning from a Ph.D. program to the Marine Corps, the evolution of value investing, and maximizing tax efficiency with ETF strategies. They also explore the tax advantages for business owners in Puerto Rico under Act 60.
56:27
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Quick takeaways
- ETFs offer unique tax benefits through in-kind transactions, allowing for tax deferral and compounding gains.
- Direct indexing enables customized portfolios for tax loss harvesting, optimizing returns efficiently.
Deep dives
Exchange Traded Funds Tax Benefits
Exchange traded funds offer unique tax benefits due to their ability to transact in kind, allowing for a tax deferral structure that benefits investors. By exchanging securities in kind, ETFs can avoid taxable events, providing investors with the opportunity to defer taxes and compound gains over time.
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