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

As we approach the end of 2018, it’s a good idea to review the mutual funds 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 mutual funds simply by holding on to the shares.