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Savvy Strategies for Large Distributions
A sizable distribution from your mutual fund at the end of the year comes with significant choices and possibly significant current taxes if the fund is held in a taxable account. Fortunately, you can make the most of a distribution and potentially soften the tax impact with a little careful planning.
A sizable distribution from your mutual fund at the end of the year comes with significant choices and possibly significant current taxes. Read on to find out the significant choices associated with that distribution.
When couples understand how their differing reactions to volatility can help them collaborate more effectively on investment decisions, they can strengthen their relationship and avoid mistakes that can derail their investment plan.
Market volatility can be stressful for individual investors. If the financial news routinely makes you nervous, you're not alone. But to protect your portfolio's value, it's important to recognize and manage those emotions rather than act on them.