A collection of 11 posts
What you need to know to navigate 2023’s year-end cap gain distributions.
Expect a mild capital gains distribution season this year.
Bond yields and tech stocks | Earning a real yield | Vanguard files to launch International Dividend Growth | Be wary when transitioning to Vanguard’s brokerage platform | Vanguard introduces MinTax | Cash Deposit is accepting more customers
Index funds have become most investors’ default investment option for at least a couple of good reasons, including low tax exposure. But that doesn’t mean you should abandon active funds—some managers have delivered index-fund-beating returns even after taxes are accounted for.
ETFs have long been crowned more tax-friendly than mutual funds. That may be true across much of the industry, but not at Vanguard. Compare apples to apples, and there’s no difference from a tax standpoint between a Vanguard Admiral-class index fund and its ETF sibling.
Ignore a fund's turnover if you're trying to avoid a large capital gains distribution.