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The Motley Fool November 5, 2007 Selena Maranjian |
Back Away From That Mutual Fund If you buy a mutual fund just before its capital gains tax distribution, you'll face taxes on an investment you didn't own for very long -- and in many cases, one you never owned. |
The Motley Fool December 3, 2008 Dan Caplinger |
The Year-End Mistake You Don't Want to Make If you prefer to use mutual funds rather than individual stocks to invest, there's one expensive tax mistake that you'll want to be sure to avoid. |
The Motley Fool April 21, 2005 |
Don't Buy the Dividend! There's a bad time to buy into mutual funds. |
The Motley Fool November 22, 2011 Amanda Tyler |
Don't Make This Year-End Investing Mistake If you have one or more taxable accounts, you need to consider the tax ramifications of the various movements of your funds throughout the year. |
The Motley Fool October 21, 2009 Dan Caplinger |
This Great News Has Been a Long Time Coming Ordinarily, the end of the year is a dangerous time for mutual fund investors. This year, though, most fund shareholders will enjoy something they haven't seen in a while: freedom from capital gains taxes. |
The Motley Fool April 16, 2008 Dan Caplinger |
Be Tax-Smart With Your Investments Even if stocks lose money this year, mutual fund shareholders still face a tax bill. |
The Motley Fool April 24, 2007 Dan Caplinger |
High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions. |
The Motley Fool October 27, 2006 Dan Caplinger |
ETFs Can Be Taxing Watch out for tax pitfalls when investing in exchange-traded funds. |
The Motley Fool October 16, 2006 Zoe Van Schyndel |
Tax-Efficient Investing Strategies Don't get so carried away in the quest to avoid paying taxes that you skip good returns solely for a reduced tax bill. It may seem attractive to eliminate taxes altogether, but for most investors, taxes are inevitable. Manage them wisely. |
The Motley Fool October 29, 2007 Dan Caplinger |
Fund Nightmare on Wall Street Most mutual fund investors have smiled at their quarterly statements for years now. But new villains, scarier than any costume-clad Halloween tricksters, are coming soon to a mutual fund near you: Uncle Sam and the IRS. |
BusinessWeek December 4, 2006 Lauren Young |
Taking Stock Of Taxes Fund investors, beware of capital gains |
The Motley Fool December 3, 2004 Josie Raney |
Funds Prep to Play Santa It may be high shopping season, but December is often the cruelest month when buying funds. |
The Motley Fool August 14, 2009 Dan Caplinger |
Investors Deserve This Tardy Tax Break It's better late than never for relief on mutual fund capital gains taxes. |
BusinessWeek December 13, 2004 Adrienne Carter |
Their Losses, Your Gains Funds hit hard by the tech bust are back -- with tax holidays for investors. |
The Motley Fool August 7, 2007 Adam J. Wiederman |
Make a $2 Million Difference There's a factor that fund investors have been overlooking that can negate the lowered fees: the turnover ratio. |
The Motley Fool June 14, 2008 Todd Wenning |
The Right Stocks for Your IRA We have to pay taxes on our IRA investments at one point or another. The secret is not overpaying so that you keep more of what's rightfully yours. These stocks will help you do that. |
The Motley Fool May 29, 2009 Dan Caplinger |
You Don't Need This in Your Portfolio Tax-efficient funds are a thing of the past. |
Financial Advisor August 2008 Roy Diliberto |
Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds. |
The Motley Fool December 16, 2009 Selena Maranjian |
'Tis the Season for Stupid Fund Purchases Want to buy into a new mutual fund? Wait until next month. As long as you keep fund distributions in mind before you buy, you'll save yourself a surprise bill from the IRS. |
The Motley Fool April 28, 2005 |
Your 60-Second ETF Education When you need a little something for your portfolio, consider an exchange-traded mutual fund (ETF). |
The Motley Fool January 14, 2010 |
6 Things Investors Should Know About Taxes Minimize the amount you have to pay on different types of investments. |
The Motley Fool November 3, 2009 Selena Maranjian |
How Much Is Management Costing You? Be picky. Look at fees. Look at a fund's turnover, because the higher the turnover, the higher the taxes on gains will likely be. Look at the long-term returns, too, because given the thousands of mutual funds out there, many are run by not-very-good managers. |
The Motley Fool October 15, 2004 Roy Lewis |
Index Options Over ETFs? If you're a short-term trader, then options are the lower-tax bet. |
The Motley Fool December 28, 2009 Dan Caplinger |
Do This in the Next 3 Days or You'll Regret It This counterintuitive move could save you money. The one thing you do control when it comes to taxes is when you decide to sell your individual stocks. |
Financial Advisor June 2006 Matt Hougan |
Death And Taxes? Capital gains distributions. Dividend taxes. 1099s. The very words send a shiver down the spine of prudent investors. What's an advisor to do? Well for starters, you should take a close look at exchange-traded funds (ETFs). |
The Motley Fool June 13, 2007 Robert Brokamp |
Protect Your Retirement From Uncle Sam You'll retire sooner -- and better -- the more you keep Uncle Sam at bay. |
The Motley Fool August 21, 2007 Nathan Alderman |
4 Keys to Easier Investing Mystified by mutual funds? Here's what to look for. Once you know these four key elements to seek out when judging a fund, you'll be ready to start your own search to build your perfect fund portfolio. |
The Motley Fool March 24, 2005 Robert Brokamp |
Annuities: Who Needs Them? Looking for an expensive, ho-hum way to save for retirement? Then an annuity might be for you. |
The Motley Fool December 28, 2004 Shannon Zimmerman |
Year-End Fund Tips Here are three year-end fund tips that you'll want to contemplate as you plan for a prosperous new year. |
The Motley Fool January 29, 2010 John Rosevear |
Keep More of Your Profits at Tax Time How can you use your IRA(s) to lower your overall tax bill? |
The Motley Fool May 11, 2005 Shannon Zimmerman |
The Case for Mutual Funds Picking the right fund is every bit as important as picking the right stock, if not more so. |
The Motley Fool October 26, 2010 Selena Maranjian |
Keep Uncle Sam's Hand out of Your Wallet A little strategy can save you thousands of dollars in taxes. |
The Motley Fool November 23, 2004 Shannon Zimmerman |
The Case for Mutual Funds Investors willing to do their homework can whip up on the Wise with one hand tied behind their checkbooks. Picking the right fund is every bit as important as picking the right stock, if not more so. |
Financial Planning June 1, 2009 Donald Jay Korn |
Loss Leaders Should tax-loss carryforwards be considered when deciding whether to acquire or retain a mutual fund in a taxable account? |
On Wall Street July 1, 2012 Tom Roseen |
The Tax Drag Dilemma We have shown that, despite significant tax-loss carryforwards being incurred by equity funds over the last several years, tax drag is in many cases at least as harmful to wealth creation as is expense drag; and often more harmful. |
Financial Planning October 1, 2009 Donald Jay Korn |
The Tax Dance In 2009, year-end planning may be anything but straightforward because of the extraordinary events of 2008 and the uncertain prospects for future tax rates. |
The Motley Fool January 9, 2007 Selena Maranjian |
Hey -- My Fund Just Crashed! Try not to panic; there just might be a logical explanation. Fund prices are adjusted downward to account for distributions. |
The Motley Fool November 17, 2004 |
Beware of "Churning" When brokers and fund managers churn, you usually pay. |
The Motley Fool October 6, 2010 Dan Caplinger |
A Tax Cut Everyone Can Agree on Taxing mutual fund and ETF capital gain distributions has never made sense. |
Financial Planning June 1, 2007 David E. Adler |
Seeking Tax Alpha Advisors can't control the performance of the investments they choose for their clients, but they do have some control over the taxes those investments will generate. A few smart asset-location decisions will increase a portfolio's real return. |
Financial Advisor December 2005 Jim Wiandt |
Taxing Questions Are ETFs really more tax efficient than mutual funds? Financial advisors, take note. |
Financial Advisor June 2008 Marla Brill |
The New ETF Frontier This spring, after over seven years of SEC evaluation and paper shuffling, a handful of actively managed ETFs finally debuted. |
The Motley Fool October 22, 2009 Selena Maranjian |
Why Pay Taxes When You Don't Have to? Park your dividends in your Roth IRA and save a lot more money. |
The Motley Fool January 5, 2010 Dan Caplinger |
Don't Let This Destroy Your Financial Future How to lessen the tax man's sting. |
The Motley Fool March 3, 2005 Robert Brokamp |
Don't Max Out Your 401(k): Redux Maybe stuffing your employer-sponsored retirement plan isn't your best bet. |
Financial Planning April 1, 2005 Julian Block |
2010: The Taxes We'll Pay This is a golden age for investors, at least as far as taxes are concerned. Looking ahead, there are several ways your clients can take advantage of today's tax rules and prepare for tomorrow's. |
The Motley Fool June 26, 2009 Dan Caplinger |
The Danger Lurking in Your Portfolio Think you're diversified? Think again. |
The Motley Fool March 8, 2007 Robert Brokamp |
Funds Fighting Inflation Rethink reinvesting during retirement. Vanguard Short-Term Bond Index... Vanguard 500 Index... |
The Motley Fool September 9, 2011 Amanda B. Kish |
How to Make Money With Mutual Funds A lowdown on mutual funds. |
The Motley Fool April 28, 2009 Dan Caplinger |
The Best Method for Simple Investing Depending on how you invest, making the right choice between ETFs and index mutual funds will give you exactly the portfolio you want. |