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 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 October 27, 2006 Dan Caplinger	ETFs Can Be Taxing Watch out for tax pitfalls when investing in exchange-traded funds.
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 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 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 April 21, 2005	Don't Buy the Dividend! There's a bad time to buy into mutual funds.
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.
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 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.
The Motley Fool April 24, 2007 Dan Caplinger	High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions.
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 March 8, 2007 Robert Brokamp	Funds Fighting Inflation Rethink reinvesting during retirement. Vanguard Short-Term Bond Index... Vanguard 500 Index...
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 November 5, 2007 Selena Maranjian	Back Away From That Mutual Fund If you buy a mutual fund just before its capital gains tax distribution, you'll face taxes on an investment you didn't own for very long -- and in many cases, one you never owned.
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.
BusinessWeek December 4, 2006 Lauren Young	Taking Stock Of Taxes Fund investors, beware of capital gains
Financial Advisor August 2008 Roy Diliberto	Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds.
Financial Planning June 1, 2009 Donald Jay Korn	Loss Leaders Should tax-loss carryforwards be considered when deciding whether to acquire or retain a mutual fund in a taxable account?
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 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 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.
Financial Planning December 1, 2006 Rob Garland	The True Cost of ETFs Are exchange-traded funds really cheaper than index funds? A comparison of total expenses shows that traditional wisdom may be wrong.
The Motley Fool May 6, 2008 Dan Caplinger	5 Stocks That Fit Anywhere No matter what type of account you've got, these five stocks will serve you well.
Financial Planning June 1, 2007 David E. Adler	Seeking Tax Alpha Advisors can't control the performance of the investments they choose for their clients, but they do have some control over the taxes those investments will generate. A few smart asset-location decisions will increase a portfolio's real return.
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.
Financial Advisor June 2006 Bruce W. Fraser	Sleeping Giants Companies and investors are waking up to dividends -- but will it last?
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 August 9, 2004 Mathew Emmert	Diversifying Your Dividends Exchange-traded funds (ETFs), and closed-end mutual funds (CEFs) offer some of the best solutions for most income investors.
The Motley Fool August 24, 2006 Dan Caplinger	Relieve Your Tax Burden: Part 2 Tax-favored accounts like Roth IRAs, qualified retirement plans, and 529 plans present some useful options to investors. Here's a guide to the quirks of less aggressive investment accounts.
The Motley Fool November 22, 2006 Dan Caplinger	Don't Pay the Penalty By looking at your tax situation before the end of the year and taking appropriate action, you can do your best to pay as little as possible to the IRS.
The Motley Fool March 11, 2010 Dan Caplinger	Smart Moves to Secure Your Retirement It takes a lifetime of smart investing to build up the nest egg you need to have a financially secure retirement. Once you've successfully retired, though, it still takes clever planning to hang onto as much of your money as you possibly can.
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 April 26, 2011 Sean Williams	3 Ways You Can Invest in Yourself Use these tax and saving strategies to make your money work harder for you.
The Motley Fool August 13, 2009 Dan Caplinger	This Simple Tip Will Make You Richer Often, it can make a bigger difference than what you invest in. Consider taxable and non-taxable plans and mutual funds as well.
The Motley Fool October 27, 2009 Dan Caplinger	3 Tips for a More Secure Retirement You shouldn't need to worry about making ends meet.
The Motley Fool December 3, 2004 Josie Raney	Funds Prep to Play Santa It may be high shopping season, but December is often the cruelest month when buying funds.
The Motley Fool April 12, 2010 Dan Caplinger	Are These Investments Worth the Tax Hassle? Certain ETFs can bring big hassles.
On Wall Street March 1, 2013 Tom Roseen	Fund Documents Can Reveal Hidden Gems Annual reports, prospectuses, and statements of additional information from fund families provide information for investors that can be very instructive about their fund s relative tax efficiency.
The Motley Fool October 22, 2009 Selena Maranjian	Why Pay Taxes When You Don't Have to? Park your dividends in your Roth IRA and save a lot more money.
The Motley Fool September 25, 2009 Dan Caplinger	Don't Miss Out on This Dividend Gold Mine Reap the rewards of broadening your horizons with stocks, foreign and domestic and funds.
Financial Advisor December 2005 Jim Wiandt	Taxing Questions Are ETFs really more tax efficient than mutual funds? Financial advisors, take note.
Registered Rep. March 1, 2003 Susan L. Hirshman	Playing the Dividend Tax Cut The proposed elimination of double taxation on dividends has got many a client and advisor alike wondering: "Should I dump munis and start loading up on dividend-generating stocks?" The prudent financial advisor's response should be, "Not yet."
On Wall Street July 1, 2012 Tom Roseen	The Tax Drag Dilemma We have shown that, despite significant tax-loss carryforwards being incurred by equity funds over the last several years, tax drag is in many cases at least as harmful to wealth creation as is expense drag; and often more harmful.
The Motley Fool August 10, 2010 Dan Caplinger	You Need These Stocks in Your IRA These dividend payers and REITs need the protection of tax-favored accounts.
Financial Advisor September 2006 Marla Brill	Back In The Spotlight Tax-sensitive funds are gaining new interest from investors.
The Motley Fool January 2, 2004 Roy Lewis	Dividends vs. Salary for Businesses C- and S-type corporations can save taxes, depending on how they classify compensation.
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 Planning April 1, 2012 Donald Jay Korn	Bracket Blues About 30 years ago, all Social Security benefits were tax-free. That's history, but there are still many ways planners can crack the tax code and save money for seniors and disabled clients.
The Motley Fool October 8, 2009 Dan Caplinger	These Stocks Will Help You Beat the IRS Stay aware of taxes, and you'll keep more of your money.
The Motley Fool January 6, 2005 Shannon Zimmerman	ETF Tip No. 1: Don't Believe the Hype Exchange-traded funds are good alternatives to index funds. Or are they?