Hello,
These questions are regarding stock and bond indexed ETFs. I've done quite a bit of googling, but my confidence of my understanding is still quite low.
Thanks for any help!
1) Does one only pay cap gains when selling the ETF shares at a gain, even if the ETF had to re-balance it's holdings? [advantage over index funds]
2) Will the broker send the seller some kind of standard tax info form at tax time, or do you need to track this yourself?
3) Will the broker provide some kind of standard tax info form when paying dividends/bond interest or at tax time indicating which dividends were qualified dividends and which weren't?
5) Will ETF dividends/bond interest be paid out throughout the year, quarterly, or once at the end of the year? Does this vary a lot by ETF?
6) Is it common for the ETF to re-invest the dividends/bond interest?
7) What the hell are "in-kind redemptions"? Could you ELI5?
Submitted December 03, 2017 at 01:53PM by colzod http://ift.tt/2AnudCV