Perhaps you’re an investor in mutual fund shares or you’re interested in putting some money into them. You’re not alone.

man holding a tablet with a pen looking at pie charts and bar graphs with statistical data; image used for blog post about tax rules for selling mutual funds

The Investment Company Institute estimates that 56.2 million households owned mutual funds in mid-2017. But despite their popularity, the tax rules involved in selling mutual fund shares can be complex.


Continue Reading The Tax Rules of Selling Mutual Fund Shares