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    s, tax consequences can negatively impact fund performance. ETFs are more tax efficient than actively managed mutual funds. Some m
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    While exchange-traded funds (ETFs) are well known for their low cost, transparency and flexibility, the tax efficiency advantage of ETFs oftentimes gets overlooked. As we head into the last month of the year, let’s look at how investors may lower their tax liabilities by converting some positions in their portfolio to ETFs as well as discuss other ETF strategies to reduce tax burdens. Since every investment situation is different, please be sure to consult tax counsel before taking action.

    Like higher expenses, tax consequences can negatively impact fund performance. ETFs are more tax efficient than actively managed mutual funds. Some mu

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    f ETFs oftentimes gets overlooked. As we head into the last month of the year, let’s look at how investors may lower their tax liabilities by converting some positions in their portfolio to ETFs as well as discuss other ETF strategies to reduce tax burdens. Since every investment situation is different, please be sure to consult tax counsel before taking action.

    Like higher expenses, tax consequences can negatively impact fund performance. ETFs are more tax efficient than actively managed mutual funds. Some m

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    bilities by converting some positions in their portfolio to ETFs as well as discuss other ETF strategies to reduce tax burdens. Since every investment situation is different, please be sure to consult tax counsel before taking action.

    Like higher expenses, tax consequences can negatively impact fund performance. ETFs are more tax efficient than actively managed mutual funds. Some m

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    nce every investment situation is different, please be sure to consult tax counsel before taking action.

    Like higher expenses, tax consequences can negatively impact fund performance. ETFs are more tax efficient than actively managed mutual funds. Some m

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    s, tax consequences can negatively impact fund performance. ETFs are more tax efficient than actively managed mutual funds. Some mutual fund managers are prone to selling position late in the year to lock in capital gains. These gains are then distributed to current shareholders on a pro rata basis.

    Because ETFs track indexes which generally buy and sell securities far less often than mutual funds, most ETFs rarely distribute any pesky end-of- the- year capital gains distributions that are detailed in those 1099 forms that collect in your tax file. iShares, the largest family of ETFs, has never distributed any capital gains to iShares in

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