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http://www.investopedia.com/articles/pf/12/set-up-a-trust-fund.asp
... In order to make it as tax-efficient as possible, it has to be crafted by somebody
who ... If you don't want to set up a trust fund, there are other options, but ...
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http://www.investopedia.com/articles/retirement/07/reduce-estate-tax.asp
Tax-Efficient Wealth Transfer. ... While there are many different types of assets that
may be used to fund a defective trust, limited partnership interests offer ...
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http://www.investopedia.com/ask/answers/09/mutual-fund-etf.asp
... Tax-efficient, Less tax-efficient. No sales loads, May have sales load. For more
on this topic, read Exchange-Traded Funds: Introduction and Mutual Fund or ETF ...
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http://www.investopedia.com/articles/exchangetradedfunds/08/etf-mutual-fund-difference.asp
... ETFs are more tax efficient than mutual funds because of the way they are ... redeems
$50,000 from a traditional Standard & Poor's 500 Index (S&P 500) fund. ...
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http://www.investopedia.com/ask/ViewFAQPrintable.aspx?url=%2fask%2fanswers%2f09%2fmutual-fund-etf.asp
... Tax-efficient, Less tax-efficient. No sales loads, May have sales load. For more
on this topic, read Exchange-Traded Funds: Introduction and Mutual Fund or ETF ...
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http://www.investopedia.com/university/quality-mutual-fund/chp7-fund-activity/fund-iq5.asp
... funds must pay out these gains as dividends to fund shareholders, which ... ie, not in
tax-deferred accounts, high portfolio-turnover funds are not tax efficient. ...
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http://www.investopedia.com/articles/exchangetradedfunds/08/active-ETF.asp
... turnover. Still, active ETFs, as previously discussed, are likely more tax
efficient than their mutual fund counterparts. (For more ...
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http://www.investopedia.com/articles/exchangetradedfunds/09/etf-tracking-errors.asp
... Capital-Gains Distributions ETFs are more tax efficient than mutual funds, but have ...
or so after its inception in 2006, the United States Oil Fund trailed its ...
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http://www.investopedia.com/articles/mutualfund/10/open-ended-mutual-fund-alternatives.asp
... However, they are more tax-efficient than actively managed funds, although they
may post substantial ... Once all of the shares are sold, the fund is closed to new ...
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http://www.investopedia.com/articles/tax/09/offset-capital-gains.asp
... it an ideal time to sell appreciated assets in order to fund living expenses ... accumulated
a capital loss, your portfolio will be much more tax efficient in the ...