ETFs and Tax Efficiency

A Better Financial Product than Mutual Funds? [By JD Steinhilber] Exchange-traded funds are inherently more tax efficient than actively managed mutual funds, which have been rightly criticized for their tax-inefficiency. Tax-efficiency is a critical issue for financial advisors and physician-investors because delaying the taxation of appreciating assets normally enhances after-tax returns over time. For example, … Continue reading ETFs and Tax Efficiency