Taxes

Advisor Solutions Channel

Financial Planning for Employee Stock Options

By Daniel Zajac CFP®, CLU, AIF®, EAMarch 5, 2018

Investing

Little to No 2017 ETF Cap Gains, But Same Can’t Be Said for Mutual Funds

By Max ChenDecember 28, 2017

Equity ETFs

New Tax Plan is Good for REITs ETF Investors

By Max ChenDecember 22, 2017

Equity ETFs

An ETF Play for U.S. Tax Reform

By Max ChenDecember 21, 2017

Equity ETFs

All Tax-Loss Harvesting Points to Energy ETFs

By Tom LydonOctober 13, 2017

Alternative ETFs

Precious Metals Sell-Off Provides ETF Tax-Loss Harvesting Opportunities

By Max ChenDecember 28, 2016

Featured

How to Best Identify Opportunities for Managing Taxes

By Iris.xyzApril 23, 2016

Featured

Weekend Reads: Why Tax Deferral is Key – A New Approach to Tax Planning with IOVAs

By Iris.xyzApril 9, 2016

Equity ETFs

A Fast Growing Smart-Beta Emerging Market ETF

By Tom LydonDecember 17, 2015

Featured

How ETFs Can Help Minimize Your Losses

By Tom LydonNovember 18, 2015

Featured

The Nuances of ETF Tax Consequences

By Tom LydonNovember 17, 2015

Featured

Why Many Enjoy Tax Benefits of the ETF Structure

By Tom LydonAugust 31, 2015

Featured

Invest in ETFs to Help Diminish Portfolio Costs

By Tom LydonMay 8, 2015

Featured

Some ETFs Come With Different Tax Consequences

By Tom LydonApril 9, 2015

Featured

What an All-ETF Portfolio Does for You

By Tom LydonFebruary 20, 2015

Featured

Why Active Fund Investors Are Looking At Passive ETFs

By Tom LydonJanuary 7, 2015

Featured

Why Some ETFs Can Issue Capital Gains Distributions

By Tom LydonDecember 4, 2014

Featured

ETFs: Tax Efficient and Cheap Investment Vehicles

By Tom LydonSeptember 5, 2014