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October 26, 2011
1. Consider tax-managed or tax-efficient investment accounts and mutual funds. These are managed in ways that can help reduce their taxable distributions. Investment managers can employ a combination of tactics, such as minimizing portfolio turnover, investing in stocks that do not pay dividends, and selectively selling stocks that have become less attractive at a … Read More: 3 Strategies for Tax-Efficient Investing October 19, 2011
With thousands of mutual funds to choose from, selecting the funds appropriate for your needs can be a challenge. Before you begin making investment selections, you should review your situation. What is your investment goal? How long do you plan to keep your money invested? How comfortable are you with changes in the value … Read More: Mutual Fund Investing: Know the Costs October 12, 2011
 Before you invest in a mutual fund, carefully examine its performance and expenses. Here is an overview of sales charges, fees and expenses associated with different types of funds. A Shares: The Front-End Load Front-end loads are deducted from your initial investment, thereby reducing your immediate purchasing power. Investors in these shares are likely … Read More: Mutual Fund Sales Charges, Fees and Expenses: An Overview October 6, 2011
As just about every investor knows, it’s not what your investments earn, but what they earn after taxes that counts. Reducing your tax liability is key to building the value of your assets, especially if you are in one of the higher income-tax brackets. Investing in tax-deferred and tax-free accounts is one way to … Read More: Reducing Your Tax Liability |
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