As a mutual fund owner, you may have to pay taxes on any income your shares generate. But how are mutual funds taxed when you sell? Being aware of your tax obligations when you own a mutual fund can ...

Selling mutual funds may seem straightforward, but doing it the wrong way can eat into your returns through taxes and exit loads. With many investors tempted to exit when markets turn volatile or ...

If you redeem your equity mutual funds and earn long-term capital gains (LTCG), you can claim an exemption under Section 54F by investing the gains in a new residential property. But what happens when ...

📘 What Is the Series 63 Exam? The Series 63, officially called the Uniform Securities Agent State Law Exam, is a license required in most U.S. states if you want to be a securities agent and sell ...

If you're bracing for year-end mutual fund distributions, swapping assets for exchange-traded funds could sidestep the capital gains payout for 2024 and beyond. Some mutual funds distribute yearly ...