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- Lessons from Your '08 Return
- Your 2008 taxes are done. Congrats! But you're not done yet. This is the perfect time to look for ways to lower your 2009 taxes, while you have all your records and forms handy. The sooner you get started, the more you'll save. ...
- Articles 2009-04-03
Additional Resources
- Tax Strategies: Mutual Funds
- Distributions from a mutual fund consist of ordinary dividends and capital gains distributions. With the exception of tax-exempt mutual funds, dividends and distributions received from mutual funds are taxable. Like most investments, their taxability largely depends on how the proceeds are distributed. An ordinary dividend is a distribution of currently...
- White papers 2008-01-01
- Congress quiet on capital gains tax. (Mutual Funds).(Capital gains tax law, mutual funds analysis)(Government Activity)
- Washington is probably not going to give financial advisors much help this year with fighting capital gains taxes on clients' mutual funds. Washington is probably not going to give financial advisors much help this year with fighting capital gains taxes on clients' mutual ...
- Research articles 2002-03-18
- Tax Externalities of Equity Mutual Funds
- Investors holding mutual funds in taxable accounts face a classic externality. The after-tax return of their investment depends on the behavior of others. In particular, redemptions may force the mutual fund to sell some of its equity positions in order to pay off the liquidating investors. As a result, it...
- White papers 2000-09-01
- The After-Tax Performance Of Mutual Funds: Why It's Important
- Everyone wants their mutual funds to provide high returns, whether you hold the funds in non-taxable or taxable accounts. However, if the funds are held in taxable accounts, you'll want the highest possible returns after taxes - after all, it's not what you make but what you keep that matters....
- White papers 2003-09-02
- Mutual Fund Investing: Investing Your Money In Mutual Funds
- Mutual funds diversify their investing or specialize in one area, such as utilities, manufacturing, metals, telecommunication, airlines, small growth companies, high yield bonds, and other sectors. Some mutual funds specialize in tax-free investing, high high-yield bonds, and foreign stock markets. Also, hedge funds are very speculative investment funds: Including arbitrage,...
- White papers 2005-11-19
- Introduction to Money Market Mutual Funds
- Money market mutual funds have made money market investing accessible to individual retail investors. Money market mutual funds are among the safest and most liquid financial instruments widely available. Moreover, money market funds offer modest initial investment requirements and provide simple procedures for withdrawing funds by check or transfer to...
- White papers 2004-08-11
- ADP/SIS Partners with DTCC to Streamline Tax Reporting for 12,000+ Mutual Funds, REITS
- NEW YORK -- ADP Securities Industry Software (ADP/SIS), a division of Automatic Data Processing, Inc.'s (NYSE: ADP) Brokerage Services Group, announced it is teaming up with The Depository Trust & Clearing Corporation DTCC to streamline year-end tax reporting for its clients on more than 12,000 mutual funds, real estate investment...
- Research articles 2004-12-21
- Thai Tax Breaks Spur Growth in Retirement Mutual Funds.
- By Nuntawun Polkuamdee, Bangkok Post, Thailand Knight Ridder/Tribune Business News Nov. 12--Generous tax deductions have helped lead to rapid growth in retirement mutual funds, with 10 asset management firms already offering funds and another three preparing new issues by the end of...
- Research articles 2002-11-12
- Net Assets Of Mutual Funds.
- Net Assets Of Mutual Funds Billions of Dollars Aug. 98 July98 %chg Aug....
- Research articles 1998-10-05
- Thailand's TMB Asset Management Plans to Launch Five New Mutual Funds.
- By Nantawaun Polkuamdee, Bangkok Post, Thailand Knight Ridder/Tribune Business News Apr. 12--TMB Asset Management plans to launch five mutual funds this year, including two equity funds, two fixed-income funds and a capital protection fund. Managing director Jotika Savanananda said...
- Research articles 2004-04-12
- New York Life division introduces two new tax-exempt mutual funds. (New York Life Insurance Co.'s NYLIFE Securities Inc.)
- NYLIFE Securities Inc., a wholly-owned subsidiary of New York Life Insurance Co., has added two new tax-free funds to the MainStay five states: California, Arizona, Nevada, Oregon and Washington. The MainStay New York Tax Free Fund is available in New NYLIFE Securities Inc., a wholly-owned subsidiary of...
- Research articles 1991-11-11
- Tips on mutual funds, stock options
- WASHINGTON AP -- As mutual funds increase in popularity and more employees are compensated with stock options, taxpayers must beware of some pitfalls that can mean a big tax bill from the Internal Revenue Service. Mutual funds, for example, sometimes offer to automatically reinvest capital gains and...
- Research articles 2001-02-05
- PUERTO RICO: TAX-EXEMPT MUTUAL FUND
- Banco Popular and PaineWebber Inc. of Puerto Rico have put a new $50 million closed end tax-exempt mutual fund The Puerto Rico Investors Tax Free Fund IV on the market, says Miguel Ferrer, president of the brokerage firm. "By the end of the year we should have...
- Research articles 1996-03-01
- Fund tax trap a good reason to delay plans
- BOSTON -- People thinking about buying shares in a mutual fund for the first time might want to wait until next year to avoid an often overlooked tax trap. Mutual funds typically reveal in December the dividend and capital gains distributions that they're going to make for that...
- Research articles 1996-10-17
- Mutual Funds: Distribution And Taxes
- There are two types of taxable distributions that mutual funds make to shareholders each year: ordinary dividends and capital gains. Selling or exchanging funds, even within the same fund family, usually results in capital gains or losses in the year the shares are sold. You are responsible to pay tax...
- White papers 2008-08-01
- Top-Performing Stock Mutual Funds: 1 Year - top stock mutual fund rankings and statistics - Illustration
- How to use the tables ANNUALIZED TOTAL RETURN is the change in per-share price over the time period, plus reinvestment of all dividend and capital-gain distributions, stated on an annualized basis. it assumes returns were compounded. VOLATILITY RANKING measures variations in the rate of total return relative to...
- Research articles 1999-09-01
- Top-Performing Stock Mutual Funds: 1 Year - Illustration
- How to use the tables ANNUALIZED TOTAL RETURN is the change in per-share price over the time period, plus reinvestment of all dividend and capital-gain distributions, stated on an annualized basis. It assumes returns were compounded. VOLATILITY RANKING measures variations in the rate of total return relative to...
- Research articles 1999-02-01
- Top-Performing Stock Mutual Funds: 1 Year - Statistical Data Included
- How to use the tables ANNUALIZED TOTAL RETURN is the change in per-share price over the time period, plus reinvestment of all dividend and capital-gain distributions, stated on an annualized basis. It assumes returns were compounded. VOLATILITY RANKING measures variations in the rate of total return relative to...
- Research articles 1999-11-01
- RANKINGS: Top-performing stock mutual funds—one year
- HOW TO USE THE TABLES: Annualized Total Return is the change in per-share price over the time period, plus reinvestment of all dividends and capital-gain distributions, stated on an annualized basis. It assumes returns were compounded. Volatility Ranking measures variations in the rate of total return relative to other stock,...
- Research articles 2000-09-01
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