Topic

Taxes

A collection of 23 posts

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
IVA Research

Vanguard’s Exception to the Rule

Vanguard’s index mutual funds are as tax-friendly as the firm’s ETFs.

| 13 min read
IVA Research

Taxing Returns: 2024

Measuring the bite taxes take out of Vanguard fund returns.

| 22 min read