Topic

Taxes

A collection of 33 posts

IVA Research

Taxes and the IVA Portfolios: Worth the Cost?

MAILBAG | What taxes really cost—and how to make the IVA Portfolios more tax-friendly.

| 11 min read
IVA Research

Taxing Returns: 2026

Measuring the bite taxes take out of Vanguard fund returns.

| 19 min read
Weekly Brief

Perspective in a Noisy Market

Pullbacks in perspective | Vanguard delays target-maturity bond ETFs (again) | Supplemental distribution estimates

| 6 min read
Weekly Brief

Three Great Years—Now Keep Expectations in Check

Final distribution update | A terrific three-year run | No checkwriting in IRAs | A Clunkier QCD process

| 5 min read
IVA Research

Vanguard’s Official Capital Gain Estimates: 2025

What you need to know to navigate 2025’s year-end cap gain distributions.

| 16 min read
IVA Research

You Can’t Outrun Taxes—But You Can Manage Them

ETFs and index funds don’t erase your tax bill; they just let you decide when to pay it. Here’s how distributions and timing shape what you actually take home.

| 14 min read