shareholder redemptions

Avoiding the Mutual Fund Tax Trap

Asset Allocation, ETF, Financial Planning, Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Management, Retirement Planning, SPDR, stocks, tax efficiency, Taxes, Yahoo Feed / By Ronald Delegge

Earlier this week, the Wall Street Journal (WSJ) observed a problem that our readers have long known: mutual funds have a major structural flaw that exposes shareholders to unwanted and unnecessary tax liabilities. Moreover, this flaw should be of acute interest to anybody anywhere that owns a mutual fund – even ones that purport to …

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3 Signs Your Mutual Fund is a Looming Tax Headache

ETF, Fox Feed, Mutual Funds, NASDAQ Feed, Partner Feeds, Portfolio Management, Yahoo Feed / By Ronald Delegge

Even if you don’t sell your mutual funds in 2014, you could still be on the hook for a hefty tax bill. The good news is you can limit the tax bite by paying attention to what’s going on with the funds you hold in your taxable investment account. Fund companies regularly distribute dividends (Nasdaq:VDIGX), bond …

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