Recent Posts

Dodging Distributions

I want to begin investing in mutual funds, but I’m worried about the tax consequences of capital-gains distributions. Should I invest now — or wait? QUESTION: I want to begin investing in mutual funds, but I’m worried that I’m too close to the December tax-distribution season. Is it better to …

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Hunting for Dividends

What mutual funds pay the best dividends? QUESTION: What mutual funds pay the best dividends? ANSWER: If you’re looking for a diversified fund that’s full of dividend-paying stocks, you’ve got lots to choose from. Generally speaking, funds loaded with mature companies that pay out healthy dividends typically have the word …

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Pay Today for College Tomorrow

IF YOU HAVE CHILDREN you have probably already heard of pre-paid college tuition plans. In 1996 Congress passed a law allowing assets in state-run college savings accounts to grow tax-free until a child reaches college. And there are further proposals that would make distributions to students tax-free as well. Nineteen …

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