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ETF Specialist

Maximize Aftertax Returns With ETFs

A closer look at the sources of ETFs' tax efficiency.

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A version of this article appeared in the December 2019 issue of Morningstar ETFInvestor. Click here to download a copy. 

Death and taxes may be the only guarantees in life, but exchange-traded funds and prudent tax planning can help defer the timing of those tax payments and maximize what really matters: aftertax returns.

Alex Bryan has a position in the following securities mentioned above: MTUM. Find out about Morningstar’s editorial policies.