Treasury bills look tempting right now, but a growing category of options-based ETFs promises a similar yield while keeping the IRS largely out of the picture. The catch involves a four-legged derivatives…
Tony Dong The IRS just put six ETF tax strategies on notice while leaving the core redemption rule untouched, and the difference between what survives and what draws an audit comes down to one…
For retirees close to Medicare's income cliff, the ETF paying the fattest monthly check could quietly trigger a four-figure annual penalty buried in the premium structure. A few lesser-known funds sidestep that…
A single dollar of extra retirement income can quietly trigger a massive Medicare premium hike, and the fund most retirees rely on for monthly income happens to be one of the worst…
Two funds chase the same short-Treasury yield, but one sends a tax bill every single month while the other lets gains sit untouched until you decide to sell. For high-bracket investors with…
A money market fund yielding 4% sounds competitive until taxes take their cut, and for investors in high brackets or high-tax states, the after-tax math points toward three overlooked ETFs built to…
A $13 billion ETF has quietly been delivering T-bill-level returns to high-bracket investors without the monthly tax hit, and the options structure behind it sits in a regulatory gray zone that could…
If you keep cash in a money market fund and pay California’s top marginal rate, you hand roughly half of your yield to two governments before you spend a dollar of it.…
For a high earner sitting on idle cash, the choice between a money market fund and a Treasury bill ETF usually comes down to a few basis points of yield. Alpha Architect…
Municipal bonds are often marketed as the safe, tax efficient corner of fixed income. In many cases, that reputation is deserved. Most municipal bonds are investment grade and backed by relatively stable…
Tony Dong The Alpha Architect 1-3 Month Box ETF (CBOE:BOXX) has accumulated $9.4 billion in assets since its December 2022 launch, bringing institutional-grade box spread strategies to retail investors. This options-based ETF currently offers…
