One Dollar of Extra Income Costs a Retired Couple $2,300 a Year in Medicare Premiums. These Funds Pay Without Crossing the Line
Quick Read One dollar over the $218,000 MAGI threshold triggers $2,298 in extra annual Medicare premiums for a retired couple filing jointly. JEPI's distributions land as ordinary income in taxable accounts, but SPYI and QQQI classify up t…
Cash Pays 3.8% and the Fed May Hike. This T-Bill Fund Pays the Same but Sends No Tax Bill Until You Sell
Quick Read SGOV and BOXX both yield roughly 4%, but BOXX delivers returns as price appreciation, eliminating the annual 1099 until you sell. BOXX uses box spreads on SPY to replicate T-bill returns, potentially saving high-bracket taxable…
Cash Is Still Paying Over 4 Percent and These 3 ETFs Squeeze Out More After-Tax Yield Than Any Money Market
Quick Read BOXX converts T-bill returns into long-term capital gains taxed at 20% instead of 37%, while JAAA pays 4.95% from AAA-rated CLO tranches. TFLO's Treasury floaters are exempt from state and local taxes, delivering up to 130 extra…
The Most-Compared ETFs Right Now — And What They Reveal
balance Every month, tens of thousands of investors come to ETF.com not to read about ETFs—but to compare them head to head. The ETF Comparison Tool lets users stack any two (or three) funds side by side across costs, performance, holdings…
BOXX Mimics Treasury Yields With No Distributions and Lower Taxes, But the IRS Has Started Asking Questions
Quick Read Alpha Architect 1-3 Month Box ETF (BOXX) holds $11.4B in assets by replicating Treasury bill returns through S&P 500 box spreads that accumulate gains as price appreciation rather than distributions, delivering a 4% trailing 12-…
BOXX Saves High Earners $7,000 to $20,000 Annually in Taxes Versus Money Market Funds
Quick Read Alpha Architect 1-3 Month Box ETF (BOXX) uses S&P 500 options box spreads to replicate Treasury rates while deferring all returns as capital gains rather than taxable distributions, delivering $7,000 to $20,000 in annual after-t…
Hero image 760x520 green (Table below reflects daily flows on May 20, 2026 and asset totals as of that date.) ETF Brand League Table Welcome to the etf.com league table. On this page, you’ll find the U.S. ETF market through different lense…
Murray Stahl's Strategic Moves: Texas Pacific Land Corp Sees a -1.24% Portfolio Impact
This article first appeared on GuruFocus. Insight into Murray Stahl (Trades, Portfolio)'s Recent 13F Filing and Investment Strategy Warning! GuruFocus has detected 2 Warning Signs with TPL. Is TPL fairly valued? Test your thesis with our f…
The IRS “Coupon” You’re Not Using: How to Generate Low Risk 4% Tax-Free Returns Without Touching Muni Bonds
Quick Read BOXX replicates Treasury bill returns using options. The ETF uses a box spread strategy built from SPY call and put options to create a defined payout that closely tracks the risk-free rate. The structure may offer better tax ef…
What This $4 Million Exit From a Fallen Angel ETF With 6% Yield Signals for Long-Term Investors
Hershey Financial Advisers fully exited its position in the VanEck Fallen Angel High Yield Bond ETF(NASDAQ:ANGL), selling 132,906 shares in the fourth quarter, according to a February 18, 2026, SEC filing. What happened An SEC filing publi…
BOXX ETF Brings 4% Institutional Income To Retail Investors
Beautrium / Shutterstock.com Quick Read BOXX has gathered $9.4B in assets since December 2022 using S&P 500 box spreads to deliver 4.1% yield. The fund’s returns track short-term rates through options arbitrage instead of holding Treasury…
How to unbox tax savings with a four-sided options strategy
An options strategy called a "box spread" is gaining steam by the billions as an alternative to Treasury bills and traditional loans. The tactic gets its name from the four-sided structure of options trades that simultaneously bet on calls…
Is Lineage Stock a Buy? Pennington Partners Opens New $3 Million Position in the Company
Key Points Pennington Parnters acquired 74,370 shares of Lineage for net position change estimated at $2.91 million. Lineage now represents 1.38% of the firm's 13F reportable assets under management. Pennington's post-trade holding: 74,370…