Selling mutual funds? Choose the right cost basis method to manage taxes efficiently and maximize your gains. Explore ...

The gain or loss is the difference between the shareholder’s adjusted tax basis in the shares (see below) and the amount realized from the sale, exchange, or redemption (which includes money plus the ...

Taxes can be complicated, and for investors in mutual funds, they can be extremely complicated. There can be taxes on dividends and earnings when you own mutual fund shares, in addition to capital ...

Mutual funds with more than 50 percent of the value of their total assets invested in stock or securities of foreign corporations may elect to give the benefit of the foreign tax credit to their ...

When choosing between exchange-traded funds (ETFs) and mutual funds, it’s important to consider their tax benefits. While both offer diversification, ETFs generally provide better tax efficiency. A ...

Understanding the tax treatment of financial products is critical for investors looking to optimise post-tax returns, and mutual funds are no exception. While there is no tax liability at the time of ...

For equity mutual funds, LTCG applies if you hold the investment for more than 12 months. In that case, gains above Rs 1.25 ...

When considering tax-efficient investment options, many investors wonder which mutual funds are tax-exempt. These funds, usually municipal bonds, generate income that is often exempt from federal and ...

Minimize the amount of money you lose in taxes and maximize your investments Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and ...