As I continue to optimize my investment portfolio for retirement as well looking at tax optimization, I came across this great video on ETFs that focus on return on capital and lowering tax liability. I like the video because it covers that tax advantages and some potential pitfalls of the strategy.
I’ve written about return of capital before in this post where I discussed ETF XPAY but the video highlights a different one named SPYI and discusses the tax strategies in a bit more detail.
Share The Wealth
Are you planning on using ROC ETFs in your retirement portfolio? Let me know in the comments below.