Tag: distribute

  • Mutual Funds: Handle with Care at Year End

    Mutual Funds: Handle with Care at Year End

    As we approach the end of 2018, it’s a good idea to review the mutual fund 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.…