If you invest in mutual funds, be aware of some potential pitfalls involved in buying and selling shares. Surprise Sales You may already have made taxable “sales” of part of your mutual fund investment without knowing it. One way this can happen is if your mutual...
As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips. Avoid Surprise Capital Gains Unlike with stocks, you can’t avoid capital gains on...
