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Back on November 20th I wrote a piece called An ETF Tax Swap Idea for the holidays! In that post I talked about avoiding potential mutual fund capital gain distributions and moving into ETF’s.

As a part of that post, I included a link to a page detailing the 2007 capital gains distributions for ING, so as to provide further evidence of what a fund investor can expect.

One thing I did not do in that post was provide any information on the kind of year end distributions you can expect for owning an ETF in 2007.

So I’d like to address that…

Continue Reading “ETF Capital Gains Distributions are Virtually Non Existent”

Yesterday one of the things I wrote about was the tax efficiency of ETF’s. Well, I wanted to add a bit more to that today, since I found a compelling little graph that highlights the power behind having tax efficient investments.

The burden of taxes is receiving more attention in recent years, particularly when it comes to the impact of taxes on portfolio performance. This is particularly so, with actively managed funds, where high turnover and potentially greater tax liabilities can really eat into returns. I will talk more to these points during mutual fund week, coming soon. (I wrote a post on the future of US tax rates too)

Continue Reading “Understanding the Tax Efficiency of ETF’s”