My Wealth Journey Part 4: Tax Planning
Paying attention to tax planning reduced our annual tax bill by half. Learn about some of the strategies that I used.
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Year: 2025
HBB vs ZDB Bond ETF in a Taxable Account
The corp class HBB and ZDB discount bond ETFs offer improved tax efficiency for similar portfolio stabilization. Learn more about the potential risk & benefit.
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HXEM vs XEC or ZEM ETF in a Personal Taxable Account
Emerging market ETFs may add diversification. How does the tax efficiency of HXEM compare to the XEC VEE & ZEM ETFs.
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HXDM vs XEF VIU or ZEA ETFs in a Personal Taxable Account
HXDM is an ETF to cover international developed markets using a swap-based corporate class structure. How does that compare to XEF VIU or ZEA?
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HXS ETF & The HULC vs Conventional S&P 500 ETFs in a Taxable Account
HXS & HULC are corporate class ETFs. Learn how the costs, tax savings, and potential risks look in a taxable investment account.
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HXCN vs ZCN in a Personal Taxable Account
Global X’s HXCN corporate class ETF may have tax efficiency advantages in a personal taxable account. However, it is not a slam dunk. Explore potential risk/benefit.
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Loonie Doctor 2024 Highlights
I started this blog back in 2017, and it is hard to believe that I have been at it for[…]
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