After a strong year for the stock market, many mutual funds are expecting double-digit year-end capital gains payouts for 2025, according to Morningstar. That could trigger unexpected taxes for ...
If you own mutual funds, year-end payouts can trigger a surprise tax bill, even when you haven't sold the underlying investment. Those distributions can incur capital gains taxes for assets held in a ...
If you're bracing for year-end mutual fund distributions, swapping assets for exchange-traded funds could sidestep the capital gains payout for 2024 and beyond. Some mutual funds distribute yearly ...
A broad coalition of financial industry groups is urging Congress to move on bipartisan legislation that would let mutual fund investors delay paying taxes on automatically reinvested capital gains ...