After a strong year for the stock market, many mutual funds are expecting double-digit year-end payouts for 2025. Here's how ...
If you own mutual funds, year-end payouts can trigger a surprise tax bill — even when you haven't sold the underlying investment. But some lawmakers want to change that. Sen. John Cornyn, R-Texas, ...
When mutual fund managers make trades within a fund, even if individual investors never sell a single share, investors are often hit with surprise capital gains taxes. That means they’re taxed on ...
Planning mutual fund capital gains early helps investors reduce tax and avoid last-minute financial year-end stress.