Tag: Tax

3 Ways To Help Maximize Your Portfolio’s Tax Readiness

The following was authored by Hollie Fagan, Head of BlackRock’s Registered Investment Advisor business. When it comes to taxes and investing, it’s all about the end game—the less you pay now, the more you’ll keep working toward your long-term goals. As the final months of 2017 gallop to a close (wasn’t it just Memorial Day?), many […]

What Makes ETFs Tax Efficient?

The following was authored by Paige Corbin, Capital Markets Associate with WisdomTree. Exchange-traded funds (ETFs) have many benefits that have caused them to expand in terms of assets and offerings over the past decade. In the United States alone, the ETF industry has grown to over $2.7 trillion in assets.1 Not only are ETFs typically low […]

3 Tax Things to Consider for Your Investment Portfolio

The following was authored by Heather Pelant, Head of BlackRock Personal Investing. Somewhere between a root canal and a trip to Hawaii lies doing our taxes. However, I find this to be an opportune time to reflect across all your financials. As of March 11 this income tax season, the IRS has already received over 74 million returns […]

Don’t file your taxes before reading these 5 IRA tips!

The following was authored by Maria Bruno, senior retirement strategist in Vanguard Investment Strategy Group. It’s that time of year again. The holidays are over and Punxsutawney Phil is promising an early spring, but before that we’re still in the thick of tax season! While tax season usually conjures images of 1040s, W-2s, and sifting through […]

Another Benefit of ETFs? Tax Efficiency.

Nathan Geraci is President of The ETF Store, Inc. and host of the weekly radio show “The ETF Store Show“. The various reasons why investors continue to pull money out of actively managed mutual funds and invest in ETFs have been well-documented.  From the high cost of owning mutual funds to their consistent underperformance to their […]