Consider Distribution Taxation When Optimizing Portfolios
While the market outlook for interest rate cuts becomes increasingly more optimistic, several economic and macro risk factors loom in the second half. Advisors and investors should consider the tax treatment of their distribution streams when working to optimize their portfolio’s performance in a challenging environment. The distributions investors receive fall into three main tax [...]
The post Consider Distribution Taxation When Optimizing Portfolios appeared first on ETF Trends.
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