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Explore how active ETFs can support tax-efficient portfolio transitions, lower costs, and year-round tax loss harvesting opportunities.
The 60/40 portfolio looked broken in 2022 when stocks and bonds collapsed together, but rebuilding it today starts from a fundamentally different position, and two obscure ETFs make the case that fees no longer deserve a place in the equation.
Beyond yield, retirement investors should also assess dividend and bond ETFs for risk, tax efficiency and payout frequency. Here