How switching MFs to dividend option to book unrealised loss can reduce your tax bill
Are you one of the several investors sitting on losses this year? Are you bullish on the mutual fund that is performing ...
Should I invest in Reits for regular income and capital appreciation?
Reits provide quarterly distributions, which are structured in a tax-efficient manner. Additionally, they offer consistent ...
Allspring Intermediate Tax/AMT-Free Fund Q4 2024 Commentary
The Allspring Intermediate Tax/AMT-Free Fund outperformed its benchmark, the Bloomberg Municipal 1–15 Year Blend Index, for ...
U.S. News & World Report1mon
7 of the Best Tax-Free Municipal Bond Funds
the true tax-equivalent yield for VCLAX is likely much higher than its 3.7% 30-day SEC yield. However, this fund does have higher interest-rate sensitivity. "Some of the better bond market mutual ...
Kiplinger1y
Capital Gains Taxes Trap: How to Avoid Mutual Fund Tax Bombs
Mutual funds are attractive because they provide automatic diversification. Rather than having to buy dozens of different assets in order to diversify your portfolio, you can buy into a mutual ...