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The ETF Tax Loophole

The ETF Tax Loophole

A year-old investment fund offers returns that closely track short-term Treasuries, with starkly lower tax bills. The fund, Alpha Architect 1-3 Month Box ETF (BOXX), uses a complex options strategy and a longstanding tax loophole that favors exchange-traded funds. Bloomberg's Zachary Mider explains. (Source: Bloomberg)

Bloomberg.com8 months ago

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