PDF4PRO ⚡AMP

Modern search engine that looking for books and documents around the web

Example: marketing

TAXES & INVESTING IN MUTUAL FUNDS

TAXES & INVESTING IN MUTUAL FUNDSO verview 1 Why understanding TAXES is important 1 When do I pay TAXES on my MUTUAL fund investments? 1 TAXES associated with selling or switching your MUTUAL fund 2 Switching between MUTUAL FUNDS 2 What is adjusted cost base (ACB)? 3 MUTUAL fund distributions and TAXES 4 What are the different types of distributions? 5 What is the federal dividend tax credit? 8 Understanding the impact of MUTUAL fund distributions 9 Why does a fund price go down when it pays a distribution? 9 How do reinvested distributions affect ACB? 10 Considerations when purchasing a fund close to year-end 11 Corporate class FUNDS 12 What is a corporate class fund ? 12 Corporate class fund distributions 12 Return of capital (ROC) distributions 13 What is ROC? 13 What are the main benefits of ROC? 13 How ROC affects your ACB 14 The long-term impact of ROC distributions 15 Understanding your year-end tax slips 16 Common MUTUAL fund questions for tax season 19 ContentsTaxes & INVESTING in MUTUAL Funds1 Over viewWhy understanding TAXES is importantThis guide provides general tax information related to the purchase and sale of MUTUAL fund investments in a non-registered account, with a specific focus on how MUTUAL fund

Taxes Investing in Mutual Funds 5 What are the different types of distributions? Here are descriptions of the different types of distributions you may receive from a mutual fund and how they are taxed.

Tags:

  Investing, Texas, Fund, Mutual, Taxes amp investing in mutual funds, Taxes investing in mutual funds

Information

Domain:

Source:

Link to this page:

Please notify us if you found a problem with this document:

Spam in document Broken preview Other abuse

Transcription of TAXES & INVESTING IN MUTUAL FUNDS

Related search queries