Topic
ETF Taxation
How ETFs stay tax-efficient: in-kind redemptions, heartbeat trades, the share-class structure, and the RIC rules that make it work.
44 posts
Futures in RICs are kind of a bummer... for now.
F/m CEO Alexander Morris is Speaking at Basis Northwest
How an ETF share class could make a mutual fund more tax efficient
Dave Nadig will present at Basis Northwest plus ETF Return of Capital jam session
Alpha Architect launches another low-distro equity ETF seeded in-kind: ~$470 million
Individual investors can seed ETFs in-kind thanks to an exception to an exception
Covered call ETFs to $650 billion?
Emerging market ETFs have a spooky secret
Add tax equalization to your mutual fund and ETF diligence checklist
Short-term capital gains distributed by mutual funds (and ETFs) are taxed as ordinary income
TIPS taxation: the other phantom menace
"ploughing several billion dollars into [ARKK] even for a few days is pretty ballsy"
The (taxable wealth) times they are a-changin'
The end of fixed income with F/m's CEO
Bitcoin in-kind is "cheese on the beach"
Tax-aware long/short and some bold ETFs could change everything
ETFs have a tax-loss harvesting rule nobody knows about
The benefit of bonds without the drag
ETF share class “tax contagion” is, sadly, something we need to care about
Dividend chasers... YOU are the yield
What's behind the preposterous tax efficiency of buffer ETFs?
The ETF share class proves the staying power of the mutual fund
What is asset location worth?
Cerulli: Launching an ETF is expensive... but maybe worth it?
ETF return of capital distributions have a weird tax perk no one talks about
Is ETF return of capital a Ponzi Scheme?
A checklist for ETF tax diligence
A market maker leaked a list of 44 ETFs that were seeded in-kind
An ETF seeded with other ETFs launched with $440 million
Payment in lieu is taxing you
Are ETF fees really "tax-deductible?"
How Hill Investment Group gathered $500 million in-kind for its new ETF
28 weeks later: What's stopping Cambria Tax Aware ETF from hitting its target allocation?
28 days later: Cambria Tax Aware ETF (ticker TAX) at launch and today
$27 million AUM contributed in-kind to Cambria Tax Aware ETF (TAX)
In-kind of a big deal: TAX launches soon
Tax Deferral Is The Hottest Thing In ETFs?
Options-Powered ETFs: Democratizers & Disruptors
Why I Love/Hate Morningstar's Tax Cost Ratio
Covered Call ETFs: The Good, the Bad and the Fugly
