mutual funds

Taxes and Selling Mutual Fund Shares

Perhaps you’re an investor in mutual funds or you’re interested in putting some money into them. You’re not alone. The Investment Company Institute estimates that 56.2 million households owned mutual funds in mid-2017. But despite their popularity, the tax rules involved in selling mutual fund shares can be complex. Tax

2021-04-12T14:54:34-06:00March 2nd, 2020|

Taxes on Mutual Funds

Taxes on Mutual Funds As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips. Avoid surprise capital gains Unlike with stocks, you can’t avoid capital gains on

2021-04-12T14:55:52-06:00December 4th, 2018|
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