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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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 21, 2005
Don't Buy the Dividend! There's a bad time to buy into mutual funds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 24, 2007
Dan Caplinger
High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions. mark for My Articles similar articles
The Motley Fool
October 27, 2006
Dan Caplinger
ETFs Can Be Taxing Watch out for tax pitfalls when investing in exchange-traded funds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
December 4, 2006
Lauren Young
Taking Stock Of Taxes Fund investors, beware of capital gains mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
December 13, 2004
Adrienne Carter
Their Losses, Your Gains Funds hit hard by the tech bust are back -- with tax holidays for investors. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
August 2008
Roy Diliberto
Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds. mark for My Articles similar articles
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. mark for My Articles similar articles
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). mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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). mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
November 17, 2004
Beware of "Churning" When brokers and fund managers churn, you usually pay. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2005
Jim Wiandt
Taxing Questions Are ETFs really more tax efficient than mutual funds? Financial advisors, take note. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 5, 2010
Dan Caplinger
Don't Let This Destroy Your Financial Future How to lessen the tax man's sting. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 26, 2009
Dan Caplinger
The Danger Lurking in Your Portfolio Think you're diversified? Think again. mark for My Articles similar articles
The Motley Fool
March 8, 2007
Robert Brokamp
Funds Fighting Inflation Rethink reinvesting during retirement. Vanguard Short-Term Bond Index... Vanguard 500 Index... mark for My Articles similar articles
The Motley Fool
September 9, 2011
Amanda B. Kish
How to Make Money With Mutual Funds A lowdown on mutual funds. mark for My Articles similar articles
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. mark for My Articles similar articles