Tax & Estate

When you understand how mutual funds are taxed – from purchase to sale – you’ll be better equipped to reduce your tax burden and remain in good standing with the IRS.

Equity Markets

Mutual Funds & Taxes

Learn how mutual funds are taxed and how you can use different cost basis methods to your benefit.

Equity Markets

Know Your Tax Forms

Certain accounts and transactions generate different tax forms. Learn which ones you can expect and when.

Equity Markets

Supplemental Tax & Distribution Information

Download supplemental tax and fund distribution amounts here.

Equity Markets

Understanding Cost Basis

How you sell shares can affect your taxes. Manage your income powerfully with cost basis knowledge.

Equity Markets

Estate Planning

A good plan doesn't just provide for your family after your death. It also ensures that your financial and health care decisions will be made according to your wishes.