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 ...

Over the past 150 years, the world of individual investing has seen three significant developments: the brokerage account, ...

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 ...

Learn about 'phantom gains' in mutual funds, a tax trap that can cost you money even in a down market. Discover tax-efficient ...

What are the tax consequences of offshore mutual funds for US expats and taxpayers? US expatriates have faced a substantial number of challenges over the past several years as a result of FATCA. It ...

This article explains how the capital gains tax varies when selling mutual funds, depending on the fund type and holding ...

Brian Jacobs of Aptus Capital Advisors tells InvestmentNews how structural innovation and smarter equity risk-taking are ...

Congress better get its act together and pass legislation to continue the Trump tax cuts soon. Nicole Russell channeled taxpayer rage Americans feel every year when she wrote in USA Today on April 15, ...

An SWP does not automatically ensure that your investment lasts forever. The longevity of the plan depends on the withdrawal ...