Beware the Mutual Funds’ End-of-the-Year Tax Trap

Nov 23, 2021

Many stock funds have had considerable gains this year — and that means taxable distributions for investors with taxable accounts.

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Written by

Mark Biller

Mark Biller

Mark Biller is Sound Mind Investing's Executive Editor. His writings on a broad range of financial topics have been featured in a variety of national print and electronic media, and he has appeared as a financial commentator for various national and local radio programs. Mark also serves as Senior Portfolio Manager to both SMI Advisory Service’s Private Client managed-account program and the SMI Funds.