Tag: mutual funds


Mutual funds: Handle with care at year end

As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips.

Avoid surprise capital gains

Unlike with stocks, you can’t … Read More »

November 13th

Tax Planning. Comments Off on Mutual funds: Handle with care at year end


3 mutual fund tax hazards to watch out for

Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they’re commonly found in retirement plans such as IRAs and 401(k)s. But if you hold such funds in taxable accounts, or are considering … Read More »

July 5th

Tax Department, Tax Planning. Comments Off on 3 mutual fund tax hazards to watch out for

HOBERMAN & LESSER, LLP