Among the benefits that investors can hope to realize by utilizing ETFs within their portfolios, tax efficiency is one most ...

Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors big and small.

Moreover, the low portfolio turnover and in-kind redemptions also contribute to the tax efficiency of these vehicles. Now, a new category of ETFs aims to cut investors’ tax bill even further by ...

Clients with diversified yet heavily appreciated stocks could more effectively defer capital gains and avoid the tax hit of dividends by converting them into a newly burgeoning type of ETF. "These are ...

ENCL ETF offers better dividend yield and leverage than ENCC, making it a Buy. Click here to find out why ENCC ETF is a Hold.

Baby Boomers planning to or already entering retirement are now considering ETFs, an asset class they ignored in earlier ...

Bond market conditions look challenging, but these ETFs offer a combination of healthy yield, upside potential and managed ...

As the name suggests, Vanguard Financials ETF is an index fund that aims to track the performance of the overall financial ...

One of the longtime goals of exchange-traded fund investors (and their advisors) has been reducing their tax bite. Now, a new category of ETFs is amping up the tax benefits by using IRS Section 351.

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Clients with diversified yet heavily appreciated stocks could more effectively defer capital gains and avoid the tax hit of dividends by converting them into a newly burgeoning type of ETF.