Understanding the Tax Efficiency of ETFs

Advisors and investors tend to look for opportunities to reduce capital gains near year-end. However, thinking about taxes all year long may create better outcomes. Opportunities to offset capital gains with capital losses, known as tax-loss harvesting, can emerge at any time, and having a tax-efficient portfolio is critical to succeed.    

Download this white paper for real world insights on how to quantify the tax efficiency of ETFs over mutual funds for both equity and fixed-income vehicles.