Topic

Taxes

A collection of 25 posts

Weekly Brief

Weekly Brief Follow Up | Capital Gains and Dividends

Access to Vanguard’s final year-end distribution estimates.

| 1 min read
IVA Research

Vanguard’s Official Capital Gain Estimates: 2024

What you need to know to navigate 2024’s year-end cap gain distributions.

| 17 min read
IVA Research

Capital Gains Sneak Peek: 2024

I’m expecting an average capital gains distribution season this year.

| 14 min read
IVA Research

Capital Gains 102: Two Tax-Reduction Strategies

You can reduce your tax hit during distribution season with a bit of planning.

| 6 min read
IVA Research

Capital Gains 101: The Basics

Everything you need to know about capital gain distributions.

| 8 min read
IVA Research

Don’t Forget Munis

Municipal bond funds offer a simple solution for tax-sensitive investors who want to own bonds.

| 12 min read