Making your mutual funds less taxing

Article Abstract:

Individuals who want to acquire huge tax benefits from owning mutual funds may do so by choosing funds that generate less dividend income. It would also be wise to purchase mutual funds before the ex-dividend period so as to prevent additional tax charges arising from capital gains.

Methods, Management, Tax administration and procedure, Tax administration, Mutual funds, Financial management

---

These new rules could be great for your estate

Article Abstract:

The Taxpayer Relief Act approved in 1997 may reduce or eliminate the charges that the Internal Revenue Service imposes on estates. The federal estate-tax exemption, meanwhile, is being increased in steps to $1 mil, with $625,000 for 1998.

Taxation, Laws, regulations and rules, Real estate, Real property, Tax exemption, Tax exemptions

---

Finding hidden tax breaks

Article Abstract:

Ways in which tax liabilities can be minimized are discussed. They include carefully checking the various kinds of profits listed on the 1099 forms issued by mutual funds.

Analysis, Tax deductions

Similar abstracts:

• Abstracts: What to do if your insurer says no. The new rules for home buyers and sellers. How to get a great deal on a vacation home
• Abstracts: Keeping your feet happy. The wonders of walking: new research shows that this simple activity may be the ideal exercise for both body and mind
• Abstracts: Moving the empty nest closer to the kids. The continuing-care alternative. Retiring to an active-adult community
• Abstracts: Saving your IRA for your heirs. Why you need a power of attorney. Do you need a living trust?

This website is not affiliated with document authors or copyright owners. This page is provided for informational purposes only. Unintentional errors are possible.