z*****e
发帖数: 95 | 1 本来以为etf更tax efficient， 每年报税也要简单些。
后来又看了点东西，结果就弄迷糊了。
大牛们帮忙确认一下吧 |
M********r
发帖数: 278 | 2 I would say tax managed funds are more tax efficient. ETFs are tax efficient
because they passively track index without trading much. Tax managed funds
adopt active tax saving strategies (for example, selling losing positions on
purpose to harvest tax loss) to minimize distributions. |
z*****e
发帖数: 95 | 3 那年底保税的时候会不会很麻烦
比如来个几十页的trading records
efficient
funds
on
【在 M********r 的大作中提到】
: I would say tax managed funds are more tax efficient. ETFs are tax efficient
: because they passively track index without trading much. Tax managed funds
: adopt active tax saving strategies (for example, selling losing positions on
: purpose to harvest tax loss) to minimize distributions.
|
p****p
发帖数: 540 | 4 首先看你怎么投资或trading，多赚是王道，在此基础上考虑避税，mutual fund限制很
多。
【在 z*****e 的大作中提到】
: 本来以为etf更tax efficient， 每年报税也要简单些。
: 后来又看了点东西，结果就弄迷糊了。
: 大牛们帮忙确认一下吧
|
M********r
发帖数: 278 | 5 the fund's trading record has nothing to do with your tax return. Your tax
is determined by 1. the distribution you receive from the fund; 2 capital
gain/loss you receive when you sell the fund.
【在 z*****e 的大作中提到】
: 那年底保税的时候会不会很麻烦
: 比如来个几十页的trading records
:
: efficient
: funds
: on
|
r****m
发帖数: 1204 | |
