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Box Spreads

What's in the BOXX? Part 1: State Rates

BOXX (Alpha Architect's 1-3M box spread ETF) gets punished by state income tax. Does it matter?

Brent Sullivan·
Cartoon dissecting the BOXX box-spread ETF and how state income tax bites into its tax advantages on sale

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Quoted in WSJ, Bloomberg, and Barron’s. Published in The Journal of Wealth Management.