Discover capital gains in mutual funds, their types, tax implications, and strategies to minimize tax. Learn how professional tax planning can help.

How much capital gains tax is levied on the sale of mutual funds depends on two factors – holding period and category of mutual fund. We deconstruct the nuances here ...

While the markets may be buoyant, this is a time for caution. Some funds now seem richly valued as suggested by dividend yields and price-earnings ratios. Investors should be wary, underweighting the ...

Millions of investors use mutual funds to invest, taking advantage of their diversified holdings of a wide array of different types of assets. Behind the scenes, mutual funds have to comply with ...

CLIENTS REDEEMED A RECORD AMOUNT OF MUTUAL FUND shares during the summer of 2002, apparently fed up with markets that continued to decline. CPAs can help these investors use the basis elections in ...

The Great Wealth Transfer has begun: Cerulli Associates reports that baby boomers are set to leave a collective $105 trillion to their heirs by 2048, making Millennials and Gen Z much wealthier in the ...

The three main differences between index funds and mutual funds are management style, investment objective and cost. Index funds tend to be the clear winner over the long term. Many, or all, of the ...

Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want to buy time-honored mutual funds, or upstart exchange-traded funds? If ...