Investors Could See a LIFE-line in Their 401ks
Aaron Levitt
|
Building on the momentum of the _SECURE Act_, a new bill in Congress...
These capital gains distributions are broken down into short-term – positions that the fund has held for less than one year – and get taxed as ordinary income, or long-term – positions that have been held for longer than one year – and get taxed at the lower capital gains rate.
For more information on capital gains distributions, take a look at our article on What Are Mutual Fund Distributions.
With our Dividend Reinvestment Calculator, find out how much you can make investing in dividend-paying stocks.
It’s best to try to avoid making large purchases of a mutual fund’s shares just prior to the distribution date. Buying in right before a large distribution creates a tax bill for a gain that you didn’t get to experience.
Here are four funds that may be in line for big distributions. Click on the ticker for more information on the capital gains distribution analysis offered for each fund.
In addition to mutual funds, ETFs provide distributions; check out our article on ETF Distributions and Capital Gains.
To learn more about how mutual fund distributions are taxed, check out the Taxation section on our website.
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
Building on the momentum of the _SECURE Act_, a new bill in Congress...
Justin Kuepper
|
Let's take a closer look at the new actively-managed ETF and why investors...
Kristan Wojnar, RCC™
|
As we enter a new week, we are touching on the subjects of...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
These capital gains distributions are broken down into short-term – positions that the fund has held for less than one year – and get taxed as ordinary income, or long-term – positions that have been held for longer than one year – and get taxed at the lower capital gains rate.
For more information on capital gains distributions, take a look at our article on What Are Mutual Fund Distributions.
With our Dividend Reinvestment Calculator, find out how much you can make investing in dividend-paying stocks.
It’s best to try to avoid making large purchases of a mutual fund’s shares just prior to the distribution date. Buying in right before a large distribution creates a tax bill for a gain that you didn’t get to experience.
Here are four funds that may be in line for big distributions. Click on the ticker for more information on the capital gains distribution analysis offered for each fund.
In addition to mutual funds, ETFs provide distributions; check out our article on ETF Distributions and Capital Gains.
To learn more about how mutual fund distributions are taxed, check out the Taxation section on our website.
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
Building on the momentum of the _SECURE Act_, a new bill in Congress...
Justin Kuepper
|
Let's take a closer look at the new actively-managed ETF and why investors...
Kristan Wojnar, RCC™
|
As we enter a new week, we are touching on the subjects of...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...