The Tax Aspects of Selling Mutual Fund Shares
There are many complex facets involved in selling mutual fund shares. Here’s a rundown.
Selling Securities by Year End? Avoid the Wash Sale Rule.
Have you cashed in some investment gains in 2019? You may be looking for unrealized losses in your portfolio so you can sell those investments to offset your gains before year end. This can reduce your tax liability. But don’t run afoul of this rule.
Mutual Fund Holdings Review
Investment decisions shouldn’t be driven by tax considerations alone, but taxes are still an important factor to consider, especially when it comes to mutual funds in taxable accounts. Consider these year-end tips.