Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

The Motley Fool April 24, 2007 Dan Caplinger	High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions.
The Motley Fool December 3, 2008 Dan Caplinger	The Year-End Mistake You Don't Want to Make If you prefer to use mutual funds rather than individual stocks to invest, there's one expensive tax mistake that you'll want to be sure to avoid.
The Motley Fool October 16, 2006 Zoe Van Schyndel	Tax-Efficient Investing Strategies Don't get so carried away in the quest to avoid paying taxes that you skip good returns solely for a reduced tax bill. It may seem attractive to eliminate taxes altogether, but for most investors, taxes are inevitable. Manage them wisely.
The Motley Fool October 27, 2006 Dan Caplinger	ETFs Can Be Taxing Watch out for tax pitfalls when investing in exchange-traded funds.
The Motley Fool April 21, 2005	Don't Buy the Dividend! There's a bad time to buy into mutual funds.
Financial Advisor August 2008 Roy Diliberto	Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds.
The Motley Fool April 16, 2008 Dan Caplinger	Be Tax-Smart With Your Investments Even if stocks lose money this year, mutual fund shareholders still face a tax bill.
The Motley Fool January 9, 2007 Selena Maranjian	Hey -- My Fund Just Crashed! Try not to panic; there just might be a logical explanation. Fund prices are adjusted downward to account for distributions.
The Motley Fool October 21, 2009 Dan Caplinger	This Great News Has Been a Long Time Coming Ordinarily, the end of the year is a dangerous time for mutual fund investors. This year, though, most fund shareholders will enjoy something they haven't seen in a while: freedom from capital gains taxes.
The Motley Fool December 2, 2011 Dan Caplinger	A Big Surprise for Investors This Year ETFs are supposed to be tax-efficient, but sometimes they fall short.
The Motley Fool May 29, 2009 Dan Caplinger	You Don't Need This in Your Portfolio Tax-efficient funds are a thing of the past.
The Motley Fool November 3, 2009 Selena Maranjian	How Much Is Management Costing You? Be picky. Look at fees. Look at a fund's turnover, because the higher the turnover, the higher the taxes on gains will likely be. Look at the long-term returns, too, because given the thousands of mutual funds out there, many are run by not-very-good managers.
The Motley Fool August 14, 2009 Dan Caplinger	Investors Deserve This Tardy Tax Break It's better late than never for relief on mutual fund capital gains taxes.
The Motley Fool January 14, 2011 Dan Caplinger	Are ETFs Really More Tax-Efficient? Many hail the benefits of ETFs, but some regular mutual funds do just as well.
The Motley Fool October 29, 2007 Dan Caplinger	Fund Nightmare on Wall Street Most mutual fund investors have smiled at their quarterly statements for years now. But new villains, scarier than any costume-clad Halloween tricksters, are coming soon to a mutual fund near you: Uncle Sam and the IRS.
Financial Planning September 1, 2013 Craig L. Israelsen	Mutual Funds vs. ETFs: Which Performance Better? When a portfolio of mutual funds vies against a portfolio of ETFs, which one comes out on top?
The Motley Fool November 2, 2005 Selena Maranjian	Tax Benefits of ETFs All exchange traded funds are not created equal. Choose carefully.
The Motley Fool December 23, 2010 Dan Caplinger	Don't Panic About These ETF Drops If you've seen a big drop in your ETF portfolio value and don't know why, take a look and see if any of the ETFs you own have declared distributions lately.
The Motley Fool October 6, 2010 Dan Caplinger	A Tax Cut Everyone Can Agree on Taxing mutual fund and ETF capital gain distributions has never made sense.
Financial Advisor June 2006 Matt Hougan	Death And Taxes? Capital gains distributions. Dividend taxes. 1099s. The very words send a shiver down the spine of prudent investors. What's an advisor to do? Well for starters, you should take a close look at exchange-traded funds (ETFs).
The Motley Fool April 28, 2005	Your 60-Second ETF Education When you need a little something for your portfolio, consider an exchange-traded mutual fund (ETF).
The Motley Fool October 29, 2008 Dan Caplinger	Are You Missing Out on Big Gains? Exchange-traded funds have shown their colors during the financial crisis. The current panic has made the advantages that ETFs have quite clear.
The Motley Fool January 11, 2006 Selena Maranjian	Why Funds Suddenly Plunge If you notice a large dip in your mutual fund, the reason may be quite simple: distribution of dividends.
Financial Advisor September 2006 Marla Brill	Back In The Spotlight Tax-sensitive funds are gaining new interest from investors.
BusinessWeek December 4, 2006 Lauren Young	Taking Stock Of Taxes Fund investors, beware of capital gains
The Motley Fool January 29, 2010 John Rosevear	Keep More of Your Profits at Tax Time How can you use your IRA(s) to lower your overall tax bill?
The Motley Fool April 28, 2009 Dan Caplinger	The Best Method for Simple Investing Depending on how you invest, making the right choice between ETFs and index mutual funds will give you exactly the portfolio you want.
The Motley Fool January 27, 2010 John Rosevear	One Great Move You Need to Make Soon If you don't have one of these little wealth machines yet, now's the time. What would you do if I told you that there was a way to legally avoid federal income taxes?
The Motley Fool February 28, 2005	Understanding "Window Dressing" Some mutual funds are pulling the wool over your eyes.
The Motley Fool January 9, 2009 Dan Caplinger	How Bear-Market ETFs Punished Investors As much bear-market ETF shareholders may appreciate finding gains when nearly everything else lost value last year, they may get a nasty surprise in the coming weeks as brokers release tax information.
The Motley Fool August 7, 2007 Adam J. Wiederman	Make a $2 Million Difference There's a factor that fund investors have been overlooking that can negate the lowered fees: the turnover ratio.
The Motley Fool May 11, 2009 Dan Caplinger	Don't Buy This New Investment Wait to see how active ETFs do before you jump in.
The Motley Fool June 17, 2010 Nathan Alderman	What the Fool Is an ETF? What is an ETF? An ETF, short for "exchange-traded fund," is a mutual-fund-like basket of investments that trades like a stock. Though a few ETFs are actively managed, most simply track some sort of index. ETFs have five main benefits.
The Motley Fool November 15, 2007 Claire Stephanic	Now May Be a Terrible Time to Invest Because most mutual funds distribute income and net capital gains to shareholders in November or December, the profit from the sale of these securities is taxed; buy now and you may end up paying more taxes than you should.
The Motley Fool April 25, 2007 Dan Caplinger	An ETF Strategy To Save You Money A favorite mutual fund might have a matching ETF -- with lower expenses.
The Motley Fool September 9, 2011 Amanda B. Kish	How to Make Money With Mutual Funds A lowdown on mutual funds.
Registered Rep. December 1, 2005 Stan Luxenberg	Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly.
On Wall Street June 1, 2011 Tom Roseen	Performance Drags: A Curse To Wealth Accumulation Loads, expenses and taxes can have a significant impact on fund returns over the long haul.
The Motley Fool March 31, 2010 Jennifer Schonberger	3 Tax Tips for Investing Veteran financial planner Norm Mindel, author of the new book, "Wealth Management in the New Economy," on investing for tax purposes.
The Motley Fool October 15, 2004 Roy Lewis	Index Options Over ETFs? If you're a short-term trader, then options are the lower-tax bet.
The Motley Fool December 16, 2009 Selena Maranjian	'Tis the Season for Stupid Fund Purchases Want to buy into a new mutual fund? Wait until next month. As long as you keep fund distributions in mind before you buy, you'll save yourself a surprise bill from the IRS.
The Motley Fool June 3, 2010 Nathan Alderman	What the Fool Is an IRA? Learn the basics of individual retirement accounts.
The Motley Fool April 7, 2009 Dan Caplinger	Smart Stock Moves to Fight Higher Taxes If you plan ahead, you can avoid some of the fallout that will ensue when taxes rise -- and not only save yourself taxes, but prevent losses on your investments as well.
The Motley Fool March 24, 2005 Robert Brokamp	Annuities: Who Needs Them? Looking for an expensive, ho-hum way to save for retirement? Then an annuity might be for you.
Financial Advisor December 2005 Jim Wiandt	Taxing Questions Are ETFs really more tax efficient than mutual funds? Financial advisors, take note.
The Motley Fool April 8, 2004 Selena Maranjian	Switching Funds in an IRA How easy is it to move money from one fund to another, or from a fund to stocks?
The Motley Fool April 22, 2008 Selena Maranjian	Closet Indexing This is a good reminder that when we study mutual funds, we should be vigilant.
The Motley Fool August 24, 2005	Stocks and Funds in IRAs Your IRA may be more flexible -- and valuable -- than you think.
Financial Planning January 1, 2006 Steve Deutsch	Parallel Universes Allocations to separate accounts and mutual funds are strikingly similar, but advisers should hesitate to make returns-based conclusions, particularly when it comes to separate accounts relative to other investment vehicles.
The Motley Fool September 8, 2008 Selena Maranjian	ETFs on the Rise Will exchange-traded funds put mutual funds out of business?