Ioulia Tretiakova

Decorative pattern

How to make accountants smile

Low turnover and in-kind transfers have made ETFs popular with tax-conscious investors and their advisors. Choosing an ETF over a mutual fund generally provides immediate cost and tax savings, but there are additional ways to enhance aftertax returns using ETFs.

By Ioulia Tretiakova |March 21, 2014

4 min read

Decorative pattern

Additional uncertainty

Embedded-strategy ETFs have added risk, but it can be managed

By Ioulia Tretiakova |November 14, 2012

3 min read

Decorative pattern

Tax-loss harvesting deadline looming

Low turnover and in-kind transfers have made ETFs popular with tax-conscious investors and their advisors. Choosing an ETF over a mutual fund generally provides immediate cost and tax savings, but there are additional ways to enhance aftertax returns using ETFs.

By Ioulia Tretiakova |December 22, 2011

2 min read

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