Taxes
Mutual fund tax information including capital gains, distributions, and more.
Mutual Fund Tax Saving Tips
Learn how to minimize the amount of tax you pay for your mutual fund investments.
Learn how to minimize the amount of tax you pay for your mutual fund investments.
Investment Matters to Take Care of Before Year-End
Learn what finances and investments you should take care of before the year ends.
Learn what finances and investments you should take care of before the year ends.
Determine Your Mutual Fund Cost Basis
Learn the basics about calculating a mutual fund cost basis and the complications in doing so.
Learn the basics about calculating a mutual fund cost basis and the complications in doing so.
Capital Gains or Capital Punishment?
Explains why mutual fund investors may have to pay taxes on a fund that had a losing year.
Explains why mutual fund investors may have to pay taxes on a fund that had a losing year.
Understanding Mutual Fund Distributions
With words like X-date and capital gains, mutual fund distribution may seem confusing. Read this article to gain a full understanding of distributions and learn a tip that may save you a lot of money.
With words like X-date and capital gains, mutual fund distribution may seem confusing. Read this article to gain a full understanding of distributions and learn a tip that may save you a lot of money.
Turn Your Tax Refund Into... a Mutual Fund
Expecting a tax refund? Before temptation overbears reasonable thinking, I’d like to offer a boring, yet smarter, way to use your money: Invest! If you have been neglecting the investing department, now may be your best opportunity to do something smart with your money.
Expecting a tax refund? Before temptation overbears reasonable thinking, I’d like to offer a boring, yet smarter, way to use your money: Invest! If you have been neglecting the investing department, now may be your best opportunity to do something smart with your money.
Financial Paperwork to Keep For Taxes
Due to regulations, investment companies are required to send you massive amounts of paperwork, but investors don't know which papers they are required to keep. In an effort to keep you from drowning in piles of useless paper, I have come up with some general guidelines on what to keep and what to destroy.
Due to regulations, investment companies are required to send you massive amounts of paperwork, but investors don't know which papers they are required to keep. In an effort to keep you from drowning in piles of useless paper, I have come up with some general guidelines on what to keep and what to destroy.
TurboTax Review
Full review of TurboTax tax preperation software. Discover the key features and find out it it's worth your money.
Full review of TurboTax tax preperation software. Discover the key features and find out it it's worth your money.
2006 RMD Calculator
Have a retirement account and are over the age of 70.5? Find out what your required minimum distribution is for 2006 tax purposes with this handy calculator I created.
Have a retirement account and are over the age of 70.5? Find out what your required minimum distribution is for 2006 tax purposes with this handy calculator I created.
Individual 401(k)
Did you know there are 401k-like options for sole proprietors or people running small businesses? These new products can help you defer more money to retirement.
Did you know there are 401k-like options for sole proprietors or people running small businesses? These new products can help you defer more money to retirement.
2005 Capital Gains
Discusses mutual fund capital gains in 2005 - the biggest since 2000.
Discusses mutual fund capital gains in 2005 - the biggest since 2000.
Avoid Double-Paying Your Mutual Fund Taxes
Know your options to avoid paying too much in investment taxes.
Know your options to avoid paying too much in investment taxes.
Franklin Templeton 529 Plan Tax Break Calculator
Calculate the potential net value of your state tax deduction or tax credit for a contribution made to your state's 529 savings plan.
Calculate the potential net value of your state tax deduction or tax credit for a contribution made to your state's 529 savings plan.
Basics of Mutual Fund Taxation
Quick summary of how mutual funds are taxed and definitions for related tax terms.
Quick summary of how mutual funds are taxed and definitions for related tax terms.
Deciphering the Fund Statement
Humberto Cruz offers some pointers on what to do with capital gains.
Humberto Cruz offers some pointers on what to do with capital gains.
Mutual Fund Tax Bombs
Learn the damaging impact of capital gains and what you can do about it from Money.
Learn the damaging impact of capital gains and what you can do about it from Money.
Mutual Fund Tax Q&A's
Chances are your mutual fund tax questions have been answered here by the Mutual Fund Education Alliance.
Chances are your mutual fund tax questions have been answered here by the Mutual Fund Education Alliance.
Mutual Fund Tax Traps
Forbes magazine offers some advice about mutual fund taxes and how to avoid paperwork headaches.
Forbes magazine offers some advice about mutual fund taxes and how to avoid paperwork headaches.
Minimize Your Mutual Fund Taxes
Tips on how to plan ahead to save money down the road on mutual fund taxes.
Tips on how to plan ahead to save money down the road on mutual fund taxes.
Plain Talk: Taxes & Mutual Funds
Vanguard goes out of its way to make sure you understand the tax issues related to mutual funds.
Vanguard goes out of its way to make sure you understand the tax issues related to mutual funds.
Tax Information for Mutual Fund Investors
T. Rowe Price offers answers to common mutual fund tax questions.
T. Rowe Price offers answers to common mutual fund tax questions.