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Tag Archives: mutual fund investments


3 mutual fund tax hazards to watch out for

By Legacy Protection, LLP |

Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they’re commonly found in retirement plans such as IRAs and 401(k)s. But if you hold such funds in taxable accounts, or are considering such investments, beware of these three tax hazards: High turnover rates. Mutual funds with high turnover rates… Read More »

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