Most people hear “tax efficiency” and immediately think: nap time. Not today!
This week on Bangers Only, I sit down with Brent Sullivan — founder of Tax Alpha Insider, taxable-investing specialist, and the only person alive who can make “in-kind redemptions” sound like premium entertainment.
We dig into:
ETFs vs. Mutual Funds… and why ETFs keep winning
351 Conversions
Options overlay strategies
Tax-loss harvesting, return of capital, and other phrases guaranteed to impress at holiday parties
If you’re an advisor, investor, or someone who just wants to keep more of what they earn, this episode is for you!
Connect with Brent Sullivan
Tax Alpha Insider Substack
Twitter (X)
LinkedIn
Timestamps
(0:00) Welcome, Brent Sullivan
(0:35) What Is Tax Alpha?
(1:32) How To Have Fun with Taxes
(2:40) It’s What You Make, It’s What You Keep
(3:36) End-of-Year Tax Practices
(6:12) Tax Efficencies of ETFs
(7:44) Mutual Funds’ Capital Distributions
(9:50) Tax Efficent Income Evolution
(13:33) Single Stock Products
(15:15) Tax Treatment on Return of Capital (ROC)
(20:11) ETFs and 351 Conversions
(24:00) Connect with Brent
