Download or read book Mutual Fund Distributions written by and published by . This book was released on 1988 with total page 16 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Mutual Fund Distributions written by United States. Internal Revenue Service and published by . This book was released on 1979 with total page 12 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Tax Information on Mutual Fund Distributions written by United States. Internal Revenue Service and published by . This book was released on 1977 with total page 12 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Understanding Mutual Funds written by Arnold Corrigan and published by . This book was released on 1987 with total page 100 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Mutual Fund Distributions written by United States. Internal Revenue Service and published by . This book was released on 1983 with total page 12 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Tax information on mutual fund distributions written by United States. Internal Revenue Service and published by . This book was released on 1976 with total page 12 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Charles Schwab Guide to Finances After Fifty written by Carrie Schwab-Pomerantz and published by Crown Currency. This book was released on 2014-04-01 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: Here at last are the hard-to-find answers to the dizzying array of financial questions plaguing those who are age fifty and older. The financial world is more complex than ever, and people are struggling to make sense of it all. If you’re like most people moving into the phase of life where protecting—as well as growing-- assets is paramount, you’re faced with a number of financial puzzles. Maybe you’re struggling to get your kids through college without drawing down your life’s savings. Perhaps you sense your nest egg is at risk and want to move into safer investments. Maybe you’re contemplating downsizing to a smaller home, but aren’t sure of the financial implications. Possibly, medical expenses have become a bigger drain than you expected and you need help assessing options. Perhaps you’ll shortly be eligible for social security but want to optimize when and how to take it. Whatever your specific financial issue, one thing is certain—your range of choices is vast. As the financial world becomes increasingly complex, what you need is deeply researched advice from professionals whose credentials are impeccable and who prize clarity and straightforwardness over financial mumbo-jumbo. Carrie Schwab-Pomerantz and the Schwab team have been helping clients tackle their toughest money issues for decades. Through Carrie’s popular “Ask Carrie” columns, her leadership of the Charles Schwab Foundation, and her work across party lines through two White House administrations and with the President’s Advisory Council on Financial Capability, she has become one of America’s most trusted sources for financial advice. Here, Carrie will not only answer all the questions that keep you up at night, she’ll provide answers to many questions you haven’t considered but should.

Download or read book Taxes and Mutual Fund Inflows Around Distribution Dates written by Woodrow Tyler Johnson and published by . This book was released on 2008 with total page 27 pages. Available in PDF, EPUB and Kindle. Book excerpt: Capital gain distributions by mutual funds generate tax liability for taxable shareholders, thereby reducing their after-tax returns. Taxable investors who are considering purchasing fund shares around distribution dates have an incentive to delay their purchase until after the distribution, since this will reduce the present value of their tax liability. Non-taxable shareholders, such as those who invest through IRAs and other tax-deferred accounts, face no such incentive for delaying purchase. This paper compares daily shareholder transactions by taxable and non-taxable investors in the mutual funds of a single no-load fund complex around distribution dates. Gross inflows to taxable accounts are significantly lower in the weeks preceding distribution dates than in the weeks following them, but gross inflows to tax-deferred accounts do not change around these dates. This finding suggests that some taxable shareholders time their purchase of mutual fund shares to avoid the tax acceleration associated with distributions. Taxable shareholders who purchase shares just before distribution dates also have shorter holding periods, on average, than those who buy after a distribution. The cost of the distribution-related tax acceleration for pre-distribution buyers is therefore somewhat less than that for those who buy after the distribution.

Download or read book Create and Manage Your Own Mutual Fund written by Vita Nelson and published by Frederick Fell Publishers. This book was released on 1994 with total page 188 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by the editor of Moneypaper, the leading authority on Direct Reinforcement Portfolios (DRP), this guide is for people who want to invest but can't afford to risk their life's savings or pay high broker fees. Contains a listing of over 900 U.S. companies offering DRPs.

Download or read book The Taxation of Mutual Fund Investors written by Jason J. Fichtner and published by . This book was released on 2005 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: In order to increase personal saving and investment and to promote tax neutrality among various investment vehicles, the tax treatment of capital gains unrealized by mutual fund shareholders should be modified. The current policy of taxing mutual fund capital gain distributions unfairly discriminates against taxpayers seeking the investment benefits of diversification through mutual funds instead of through direct ownership of stocks. Therefore, the practice of taxing forced distributions of capital gains to mutual fund shareholders should be changed to allow for a deferral of taxation on reinvested capital gain distributions. Until shareholders realize a capital gain through the sale of an asset, no tax liability should incur. Since mutual funds are a popular vehicle for saving and investment of middle-income households, this tax reform would greatly increase the incentives for these people to invest and save for their future by increasing their after-tax rate of return. A tax deferral on mutual fund capital gain distributions as proposed in H.R. 168, sponsored by Rep. Jim Saxton (R-NJ), could increase the after-tax return by almost 15 percent over a 30-year period for many mutual fund shareholders. For a hypothetical taxpayer with an initial $10,000 investment in a mutual fund that returns 10 percent a year, the deferral on capital gain distributions as proposed in H.R. 168 would amount to $15,055 over a 30-year period after taxes. This amounts to approximately 150 percent of the original $10,000 investment. A change in the tax treatment of mutual funds would have a beneficial impact on all owners of mutual funds, but the benefits would primarily help those making less than $100,000 a year - 81% of households owning mutual funds, with 39% of households owning mutual funds earning less than $50,000 a year. A deferral mechanism, as proposed under H.R. 168, is relatively simple and would not result in a significant paperwork burden for mutual funds or their shareholders.

Download or read book Mutual Funds Desk Book written by William J. Casey and published by . This book was released on 1968 with total page 270 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book How Mutual Funds Work written by Albert J. Fredman and published by Putnam Juvenile. This book was released on 1998 with total page 418 pages. Available in PDF, EPUB and Kindle. Book excerpt: "How Mutual Funds Work" outlines the stock market, the bond market, asset allocation, index funds, variable annuities, tax considerations, and the role of computers. Fredman and Wiles provide a Q&A section with the 100 most important questions and their easily digested brief answers.

Download or read book The Individual Investor s Guide to No load Mutual Funds written by Gerald W. Perritt and published by . This book was released on 1985 with total page 354 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Mutual Funds written by and published by . This book was released on 1967 with total page 350 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Winning with Mutual Funds written by Junius Ellis and published by . This book was released on 1987 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: This comprehensive volume provides all the information necessary to make intelligent decisions for mutual-fund investments. It explains how mutual funds work, describes various types of funds, and tells how to establish investment goals.

Download or read book Fundscope written by and published by . This book was released on 1971 with total page 496 pages. Available in PDF, EPUB and Kindle. Book excerpt: Consists of April issues of Fundscope, beginning with 1961 (1961-1963 called Basic buying guide).

Download or read book Forbes Guide to Mutual Fund Profits written by Investors Advisory Institute, inc. (New York). and published by . This book was released on 1959 with total page 180 pages. Available in PDF, EPUB and Kindle. Book excerpt: