DiSabatino CPA Blog

DiSabatino CPA Blog

A blog by Michael DiSabatino CPA with topics on Tax Savings, Business, Management and more...

Do mutual fund tax planning at midyear

Do mutual fund tax planning at midyear

Do mutual fund tax planning at midyear

Are mutual funds part of your portfolio? As you begin your mid-summer investment review in preparation for year-end, think about how your funds can affect your federal income taxes.

Here are two things to consider.

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Switching mutual funds can bring a tax surprise

Switching mutual funds can bring a tax surprise

Switching mutual funds can bring a tax surprise

Many mutual fund companies allow you to switch funds without a penalty or commission, as long as you stay within their family of funds. There's a catch though.

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