Beyond the Yield - ETF Tax Tips for Year-End!
On this latest episode of The ETF Experience, Chiara speaks with Trevor Cummings about the top five tax tips that Exchange Traded Fund (ETF) investors should know to be prepared for this tax season.
TDAM Talks · Chiara Carozzi, Trevor Cummings
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Show Notes
As we round out 2024 and look ahead to the new year, understanding the nuances of exchange-traded fund (ETF) taxation is essential for making informed financial decisions. While ETF investing itself can be easy, there are many factors that can impact investors' returns including the geography of holdings, distribution type and overall ETF structure. So what do ETF investors need to know in order to be prepared this tax season?
Join Chiara Carozzi, Business Development Manager, TD Asset Management Inc. (TDAM) and Trevor Cummings, CIMA, Vice President, TDAM as they break down key tax themes and strategies for investors looking to maximize after-tax returns, while navigating the unique benefits and challenges of ETF investing.
1:10 What triggers a tax on ETFs?
5:05 Why does the structure of an ETF matter?
6:31 What are key considerations for U.S. ETFs?
9:05 What is tax-loss selling?
11:55 What are phantom distributions?
For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast
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