The Differences Between Mutual Funds and ETFs

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Summary of the differences you need to know when deciding between mutual funds or ETFs.
Links in this video:
Retirement Planning Insights - www.tenonfinan...
Retirement Planning Insights - / taxesinretirement
#Investing #MutualFunds #ETFs
DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Tenon Financial LLC make any guarantees to its accuracy.

Пікірлер: 7

@R.and.R. 2 жыл бұрын

Your videos are always excellent - thanks so much!

@budblower2794 4 жыл бұрын

Thanks Andy, great explanation on tax differences between ETF’s and Mutual Funds. I was aware ETF’s were more tax efficient, when held in a normal brokerage account, but did not fully understand why ....... now I do. 😉

@RetirementPlanningEducation 4 жыл бұрын

Thanks Bud! It's important to know that ETFs are not completely void of passed through capital gains during the year. It's just that those passed through gains are significantly limited compared to mutual funds.

@carlosfarfan3181 2 жыл бұрын

great explanation , thank you!

@RetirementPlanningEducation 2 жыл бұрын

thank you!

@jordandomin192 3 жыл бұрын

Are mutual fund capital gains distributions taxed differently based on whether the company held the capital asset for more than one year or less than one year? In other words, if a mutual fund sold a stock for a gain which it held in its portfolio for less than one year, would the distribution be taxed as a short-term capital gain at the investor's ordinary income tax rate? And conversely, if the mutual fund sold a stock for a gain which it held in its portfolio for more than one year, would the distribution be taxed as a long-term capital gain at the investor's capital gains rate?