The Independent Vanguard Adviser
Topic

Taxes

A collection of 25 posts

IVA Research

Clearing the After-Tax Hurdle

How do IVA Portfolio holdings stack up after taxes?

| 15 min read
IVA Research

Active Funds and Taxes: A Losing Combo?

Can active funds outperform after taxes?

| 14 min read
IVA Research

Taxing Returns: 2025

Measuring the bite taxes take out of Vanguard fund returns.

| 20 min read
IVA Research

Turning Losses into Strategy

How to harvest losses in the IVA Portfolios.

| 6 min read
IVA Research

Supplemental Capital Gains: 2025

Navigating supplemental capital gain distributions.

| 4 min read
IVA Research

The Tax Implications of STAR’s New Look

MAILBAG — Measuring the tax impact of STAR’s upcoming portfolio changes.

| 5 min read