Tag Archives: mutual funds

How to be Tax-Smart When it Comes to Mutual Funds

Mutual funds are so common these days that many people overlook the tax considerations involved. Here are some tips on how to be tax-smart with these investment vehicles. Avoid year-end investments Typically, mutual funds distribute accumulated dividends and capital gains … Continue reading

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Is it better to invest in a tax-free or a taxable mutual fund?

Question: ¬†Is it better to invest in a tax-free or a taxable mutual fund? Answer: ¬†Typically, a tax-free mutual fund is made up of municipal bonds and other government securities. Such securities are attractive to many investors because returns are … Continue reading

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Understanding Mutual Fund Share Classes

When investing in a mutual fund, you may have the opportunity to choose among several share classes, most commonly Class A, Class B, and Class C. The differences among these share classes typically revolve around how much you will be … Continue reading

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Mutual Fund Basics

A mutual fund pools the money of many investors to purchase securities. The fund’s manager buys securities to pursue a stated investment strategy. By investing in the fund, you’ll own a piece of the total portfolio of securities, which could … Continue reading

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