Not Clear That Mutual Funds Are Becoming More Tax Friendly

This is the time of year when mutual funds make their annual distributions. The distributions, in this case, involve capital gains and ordinary income. They are the profits realized by the funds, most commonly through the sale of their portfolio’s holdings. To the extent that these gains cannot be offset by losses, they are passed…

 

Now Is A Good Time to Consider Year-End Tax Moves

With about five weeks left to go in 2015, now is a good time to give your tax situation a review. You will have enough time to take any desired action if you analyze your taxes now. You’ll also have the ability to start planning for 2016. A good place to start is to look…