估計許多人都不知道的關於Mutual Fund 的減稅技巧

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[ 2015-10-27 16:42:59 | By: 一杯紅茶 ]

簡單一句話就是，不要在年底購買Mutul Fund, 原因如下：

Purchasing mutual funds near year-end can result in an unexpected taxliability.

Many mutual funds make annual year-end distributions that mayinclude taxable income or capital gains accumulated over the year,which are already recognized in the value of the fund.

You receive nobenefit from this distribution, yet you still have to pay taxes on it.If it makes sense from an investment standpoint, consider waiting untilJanuary to make your mutual fund purchases to avoid this premature taxliability.

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一杯紅茶

Re: 估計許多人都不知道的關於Mutual Fund 的減稅技巧

@好日子，為什麼這個主貼沒有磅？

2015-10-27 16:49:54 | 引用

估計許多人都不知道的關於Mutual Fund 的減稅技巧

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