Wes Gray - Tax Efficient Cash Mangement with BOXX, creating an ETF, and more

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  • Опубликовано: 26 дек 2024

Комментарии • 6

  • @ForwardThinkingIncome
    @ForwardThinkingIncome 5 месяцев назад

    The tax reason is why I'm watching this video. BOXX is interesting to stash cash in between my moves.

  • @cole6167
    @cole6167 8 месяцев назад

    What a valuable conversation! This is a perspective most individual participants don't get access to

  • @TheSimArchitect
    @TheSimArchitect 6 месяцев назад

    I am really excited with BOXX but I am wondering what happens if too many people decide to cash out of the ETF too quickly or if there's sharp fluctuations on the risk free rate. Wouldn't we have problems with the spreads? Who pays for it? The ones cashing out or the ones holding the fund after an exodus? Any provision to protect investors that might prefer to hold the ETF until those options expire, therefore giving us the same risk profile as if we placed those option trades manually, or are we exposing ourselves to a risk of the fund losing money from a liquidity problem?

  • @cole6167
    @cole6167 8 месяцев назад

    6:20 no surprise he correctly describes the box as two synthetic shares/futures spreads and not two vertical spreads!

  • @whodidit99
    @whodidit99 5 месяцев назад

    Great for those with carryforward losses - tax free withdrawals from BOXX.

  • @vvwvvwvv
    @vvwvvwvv 9 месяцев назад

    I agree with what Wes said about the entrepreneur lifestyle being too risky. I don’t regret it because life turned out great but it definitely took some years off of my life. 😂