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The Motley Fool June 3, 2005 Roy Lewis	Tax Rules for Selling Mutual Funds What do you do when it's time to sell?
The Motley Fool December 23, 2008 Dan Caplinger	The Easy Remedy to Avoid a Nightmare in April Investors have had plenty of nightmares over the past year as they've watched their portfolio values plunge. Keep from experiencing yet another nightmare next April by taking steps now to keep your taxes simple while letting you make the most of the losses you've suffered.
Registered Rep. March 1, 2007	The Cost-Basis Headache The need to determine accurate cost basis on stock holdings is becoming increasingly critical for financial advisors. The difficulty of finding original cost-basis values for stocks has vexed investors for decades and shows little signs of abating.
The Motley Fool April 21, 2005	Don't Buy the Dividend! There's a bad time to buy into mutual funds.
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 December 4, 2006 Dan Caplinger	10 Trillion Reasons to Invest Mutual funds keep raking in the money.
Financial Planning June 1, 2011 Donald Jay Korn	Basis Training To help close the capital gains tax gap, lawmakers in 2008 approved new reporting requirements for brokers and other financial institutions. Starting this year, those firms must report the adjusted cost basis of securities that were sold, and also indicate whether the trade was short or long term.
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 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.
The Motley Fool March 27, 2009 Dan Caplinger	Cut Your Taxes With This Easy Step Choose the right shares to sell and save.
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.
The Motley Fool April 22, 2005 Roy Lewis	How to Calculate a Holding Period Here are some tips on long-term and short-term gains and losses.
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?
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 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 January 11, 2006 Selena Maranjian	Why Funds Suddenly Plunge If you notice a large dip in your mutual fund, the reason may be quite simple: distribution of dividends.
Financial Advisor August 2008 Roy Diliberto	Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds.
Registered Rep. March 1, 2005	Fun Days for Funds No Kidding The market may have been flat for much of 2004, but it didn't affect investors' enthusiasm for mutual funds.
The Motley Fool March 7, 2007 Selena Maranjian	Little Tax Tips Tax season is upon us. Here are a few little tax tips to whet your appetite and get you all excited about your upcoming date with a 1040 form.
The Motley Fool May 6, 2008 Dan Caplinger	5 Stocks That Fit Anywhere No matter what type of account you've got, these five stocks will serve you well.
The Motley Fool January 5, 2007 Selena Maranjian	Recent Trends in Mutual Funds Most of us hold some mutual funds. See how they've been growing lately.
The Motley Fool July 16, 2007 Selena Maranjian	Whatever You Do, Avoid Mutual Funds Funds can bring you a world of hurt, so be careful.
The Motley Fool April 5, 2005	Behold the Turnover Ratio Turnover ratios can tell you a lot about your mutual funds.
Financial Planning March 1, 2010 Donald Jay Korn	Digging for Dividends According to Morningstar, there are 56 mutual funds with the word "dividend" in their name, plus another 33 dividend ETFs.
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The Motley Fool October 25, 2006	Mutual Funds, Explained A mutual fund is thousands of people's money, pooled together by an investment company and invested in stocks, bonds, and other things, all managed for you by Wall Street professionals -- for a sometimes hefty fee.
The Motley Fool March 5, 2007 Mary Dalrymple	Calculating Your Credit Balance It's not as simple as it seems to measure your outstanding credit card debt.
Financial Advisor March 2004 Marla Brill	Filling The Tax-Favored Dividend Void Investors seem to covet higher dividends and lower taxes. Forty-three percent of respondents to a recent survey of 600 individuals conducted by American Century Investments said they are more likely to buy stocks that pay dividends qualifying for the new tax rate.
Registered Rep. March 2, 2012 Diana Britton	Yield of Dreams: Looking for Higher Dividends? Invest in Asset Managers While retail investors are exiting equity mutual funds like no other, dividend-focused mutual funds are actually reaping the benefits of investors' search for yield.
The Motley Fool October 16, 2006 Dan Caplinger	Get More Than You Pay For Although open-end mutual funds make up the majority of all mutual funds available to investors, there's another type that acts much differently. Closed-end mutual funds, carry with it inefficiencies that astute investors can observe and use to their advantage.
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.
Registered Rep. December 1, 2005 Stan Luxenberg	Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly.
The Motley Fool January 31, 2007 Dan Caplinger	Don't Jump the Gun Those tax statements you're about to get might be wrong. When it comes to tax forms and doing your taxes, it pays not to jump the gun.
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.
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.
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.
BusinessWeek November 1, 2004 Young & Woolley	Making the Most of Your Losses Your portfolio's ailing stocks can help trim your tax bill -- with this simple strategy. Sell your losers to generate tax losses that can offset any gains you've taken or plan to take. But there are some caveats.
The Motley Fool February 28, 2005	Understanding "Window Dressing" Some mutual funds are pulling the wool over your eyes.
The Motley Fool April 8, 2004 Selena Maranjian	Switching Funds in an IRA How easy is it to move money from one fund to another, or from a fund to stocks?
The Motley Fool October 8, 2009 Dan Caplinger	These Stocks Will Help You Beat the IRS Stay aware of taxes, and you'll keep more of your money.
The Motley Fool September 1, 2006 Selena Maranjian	Think You Can't Get Rich in Funds? You can get rich in mutual funds. You just need to find some great ones.
The Motley Fool May 12, 2008 Zoe Van Schyndel	A Golden Oldie Fund That's Still Kickin' One of the oldest existing mutual funds, CGM Mutual Fund, shows it still has plenty of spunk left.
The Motley Fool May 9, 2007 Dan Caplinger	The Best Money Market Funds Got cash? Make the most of it. You'll typically find offerings from popular fund providers Fidelity and Vanguard among the top-yielding mutual funds in each category.
The Motley Fool February 23, 2006 Selena Maranjian	Great Jobs: High Pay, Low Work Sit back and get paid for doing next to nothing -- it's a cushy job. Invest in a healthy, growing company that pays a significant dividend, and it will pay you cash every year.
The Motley Fool July 1, 2005	Keep Those Records for Tax Time! It's not mid-April, but you still have tax work to do.
The Motley Fool June 22, 2007 Tim Beyers	Speaking Mathanese: Cost Basis Can you beat the market? Here's the math you need to find out, explained in plain English. Investors, You can't calculate your total return for dividend-paying stocks until you know what belongs, and what doesn't belong, in your cost basis.
The Motley Fool May 31, 2011 Dan Caplinger	How to Make the Most From Your Funds Investors make big mistakes with their mutual funds. Here's how to avoid them.
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.
Investment Advisor June 2009 James J. Green	Numerology: Fund Flows Bounce Back Independent and regional broker/dealers, along with RIAs, will account for the majority of mutual fund net sales by the year 2013.