Year-End Distribution Guide

December 4, 2012

Many mutual funds distribute capital gains and income to shareholders at or near year-end. Unless you’re investing in a tax-deferred account, these distributions are taxable to you.

To help you better understand distributions, we compiled a three-page Guide to Year-End Distributions.

In the Guide to Year End Distributions, you’ll learn:

  • Why funds make capital gains and income distributions
  • Important distribution dates
  • How distributions affect fund performance
  • Factors to Consider before Selling a Fund that is Making a Distribution
  • Harvesting Losses to Offset Gains
  • 3 Reasons to Reinvest Distributions
  • Why Active Strategies Can Be Tax Efficient

Click to download our Guide to Year End Distributions.

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