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Structure Matters for Tax Efficiency: From Mutual Funds, ETFs, SMAs to Tax-Aware Long-Short
Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Manage episode 512552109 series 2401634
Content provided by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Most don't realize how important structure and strategy impacts an investment's tax efficiency.
Tyler Emrick, CFA®, CFP®, breaks down how investment vehicles — from mutual funds to ETFs, Direct Indexing, and Tax-Aware Long/Short (TALS™) strategies — impact your after-tax returns.
Learn why mutual funds can surprise you with taxable distributions, how ETFs use in-kind redemptions to avoid them, what SMAs are and how they may help, and how modern innovations like long-short overlays unlock new levels of tax efficiency.
Here’s some of what we discuss in this episode:
💼 Investment structure matters – How mutual funds, ETFs, and more advanced vehicles impact your tax bill.
📈 ETFs = efficiency – Learn how they avoid unwanted capital gains distributions.
🔄 Tax loss harvesting – The strategy behind realizing losses for long-term tax benefits.
🧮 Direct indexing – Owning individual stocks for customized control and better tax outcomes.
⚙️ Tax-aware long-short investing – The next evolution in creating ongoing, flexible tax advantages.
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals.
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