Insights From ETFs: Rules of Thumb to follow for Tax Efficiency

Taxes can be complicated, and withholding taxes on Exchange-Traded Funds (ETF) are no exception. In the past, we have discussed how to be tax-efficient with ETFs using different investment accounts and it is a topic that comes up quite often in our Q&A service at 5i Research. Tax efficiency with ETFs and stocks continues to be (and may always be) a confusing topic for investors. So, we thought it would be helpful to summarize the most frequently asked questions about tax efficiency by...