ETFs do in-kind transactions. An in-kind transaction frequently avoids being a taxable event because securities are swapped for other assets of equal value. Mutual funds, conversely, sell the assets ...

If you own mutual funds, year-end payouts can trigger a surprise tax bill — even when you haven't sold the underlying investment. But some lawmakers want to change that. Sen. John Cornyn, R-Texas, ...

Redeeming mutual funds may look simple, but a hasty exit can erode your returns through taxes and exit loads. Planning the ...

When mutual fund managers make trades within a fund, even if individual investors never sell a single share, investors are often hit with surprise capital gains taxes. That means they’re taxed on ...