Mutual Fund Taxation
Learn more about the tax implications of investing in mutual funds.
2009 Mutual Fund Cap Gain Distribution Estimates
A fact of life is that if you make money, you pay taxes. Unfortunately, with mutual funds, you may not make money at all and still be forced to pay taxes on cap gain distributions. Learn more about cap gain distributions and how to plan ahead in order to avoid or, at the very least, minimize the tax impact and liability of the distributions.
A fact of life is that if you make money, you pay taxes. Unfortunately, with mutual funds, you may not make money at all and still be forced to pay taxes on cap gain distributions. Learn more about cap gain distributions and how to plan ahead in order to avoid or, at the very least, minimize the tax impact and liability of the distributions.
Mutual Fund Capital Gains Distributions
Each year, generally in the last couple of months of the year, mutual fund shareholders face the possibility of receiving capital gains distributions from their mutual funds. Don’t be fooled by the capital gains distributions. These are not gains of the good sort.
Each year, generally in the last couple of months of the year, mutual fund shareholders face the possibility of receiving capital gains distributions from their mutual funds. Don’t be fooled by the capital gains distributions. These are not gains of the good sort.
Dreaded Short-Term Capital Gains Distributions
Short-term capital gains distributions are often a misunderstood aspect, and always a dreaded part, of mutual fund investing. Financial advisors, sophisticated investors and novices alike, forget the rules relating to this unpleasant feature of mutual funds we know as short-term capital gains distributions.
Short-term capital gains distributions are often a misunderstood aspect, and always a dreaded part, of mutual fund investing. Financial advisors, sophisticated investors and novices alike, forget the rules relating to this unpleasant feature of mutual funds we know as short-term capital gains distributions.
Plan Ahead for Your Capital Gain Distributions
To help shareholders prepare for capital gain distributions, mutual fund companies generally post capital gain distribution estimates beginning in October. These capital gain distribution estimates can help mutual fund investors (who own funds held in taxable accounts) plan ahead for tax day.
To help shareholders prepare for capital gain distributions, mutual fund companies generally post capital gain distribution estimates beginning in October. These capital gain distribution estimates can help mutual fund investors (who own funds held in taxable accounts) plan ahead for tax day.
The Basics of Mutual Fund Taxation
An excellent primer on the taxation of mutual funds from William Perez, the About.com Guide to Tax Planning.
An excellent primer on the taxation of mutual funds from William Perez, the About.com Guide to Tax Planning.
How Mutual Funds Can Cause Big Tax Payments In Bear Markets
Many investors that hold mutual funds outside of a tax-advantaged account such a 401(k) or Roth IRA are going to receive a rude awakening when their broker sends them their year-end tax documents. Average people that experienced losses of 30%, 40%, and even 50% or more are likely to find that they owe capital gains taxes on these losers.
Many investors that hold mutual funds outside of a tax-advantaged account such a 401(k) or Roth IRA are going to receive a rude awakening when their broker sends them their year-end tax documents. Average people that experienced losses of 30%, 40%, and even 50% or more are likely to find that they owe capital gains taxes on these losers.
Capital Gains Tax: Essential Tax Tips
Detailed, essential tax tips for capital gains and losses from William Perez, the About.com Guide to Tax Planning.
Detailed, essential tax tips for capital gains and losses from William Perez, the About.com Guide to Tax Planning.
Taxation of Mutual Fund Dividends
Mutual funds distribute ordinary dividends, qualified dividends and short-term capital gains (not to mention long-term capital gains). This article at Fairmark.com will help you understand the details of mutual fund dividend taxation.
Mutual funds distribute ordinary dividends, qualified dividends and short-term capital gains (not to mention long-term capital gains). This article at Fairmark.com will help you understand the details of mutual fund dividend taxation.
Buying and Selling Mutual Fund Shares
Vanguard provides advice on embedded capital gains in a mutual fund portfolio. If the gains represent a significant portion of the fund's net asset value (NAV) and the record date of the next capital gains distribution is near, you may want to delay your purchase until after the record date.
Vanguard provides advice on embedded capital gains in a mutual fund portfolio. If the gains represent a significant portion of the fund's net asset value (NAV) and the record date of the next capital gains distribution is near, you may want to delay your purchase until after the record date.