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The author discusses how investors in mutual funds can become liable for taxes on capital gains and offers advice on reducing the tax burden. His recommendations include investing in index funds, exchange-traded funds, and actively-managed funds that are tax-efficient, and avoiding funds with unrealized appreciation.

The article discusses efforts by banks known as heartbeat trades to help exchange-traded funds (ETFs) evade capital gains taxes in the U.S. Topics include comparisons between mutual funds and ETFs in relation to tax law, particular concerns of index fund ETFs, and the relation of heartbeat trades to customer relations.

Offers advice on investing in low-tax mutual funds. Avoidance of funds that switch managers frequently; Examples of funds that have lost investors and why they should be avoided; Finding tax-managed funds; Examples of tax-efficient and tax-deficient funds; Importance of holding on to funds.

Evaluates the investment performance of mutual funds in the context of taxes. Difference between pretax and aftertax returns; Advantages of investing in tax-exempt municipal-bond funds; Fund-ranking systems usage of pretax total returns; Difference of aftertax rankings from traditional rankings; Dependence of capital gains on the overall state of the stock markets.

The article focuses on the tax efficiency of tax-managed mutual fund investments. The tax efficiency is one of the four factors in the aftertax returns which include the tax circumstances of an investor, pretax returns and time horizon. This fund has higher capital gains and less investment income and short-term gains. The maximum tax rate of tax efficient fund could reach 39.6 percent and a maximum rate of 20 percent for long term unrealized gains. The investment on tax-managed mutual funds could cause conflict on the management style during funds trading and might reduced the pretax return. INSETS: Tax-Efficient Investing;Keeping More Money in Shareholder's Pockets;Congress Chimes In;Congress Chimes In

The article presents a number of factors in addition to past performance that investors should consider when choosing a mutual fund. They include the type of fund, the categories of funds already owned, fund performance during bear and bull markets, the cost of the fund, and the tax liability of the fund.

The article comments on several topics and issues in the business and political sector in the U.S. as of April 2, 2001. Topics discussed include the debate over the fiscal impact of proposed U.S. tax cuts, the timing of capital gains taxes on mutual funds, and U.S. President George W. Bush's plan to create a version of the Arsenal Ship destroyer for the U.S. Navy.

The article discusses regulations issued by the U.S. Treasury and the Internal Revenue Service on regulated investment company (RIC) qualification testing for RICs invested in foreign corporations for federal income tax purposes. Topics include how the rule allows a RIC invested in controlled foreign corporations (CFCs) and passive foreign investment companies (PFICs) as qualifying income for purposes of its qualifying income test; and qualification for RICs with derivative contracts.

The article describes a situation where after buying a mutual-fund share for $22 an investor receives a $10 distribution that lowers the share's value to $12, and discusses how to mitigate the resulting tax burden.

Presents advise for minimizing the impact of taxes on a mutual fund in the United States. Choosing the best method for calculating the basis of shares to be sold; Keeping accurate records of transactions; Including reinvested dividends in the cost basis; Why you should not write checks against a mutual fund; Fund exchanges and fund sales; Adjusting withholdings after large sales; When to buy into a mutual fund.

Offers a look at how to handle the tax bill on your investments in mutual fund earnings. The aim of trying to minimize taxes and maximize returns which calls for an asset placement plan; The importance of tax-efficient funds. INSETS: Minimize taxes, maximize returns;Others' losses, your gains?.

Offers advice for minimizing one's taxes on mutual funds. The problems stemming form the complexity of funds and taxes; Advice if you owe a substantial amount in taxes from funds; What to look for next time you shop for funds.

Discusses the tax aspect of stocks and mutual funds. Deferring capital gains; Tax rates of profits from stocks held less than a year; Offsetting securities at a gain with securities at a loss; Giving away for inheritance and charity; Introduction by T. Rowe Price of tax-efficient funds; Asking mutual fund companies about capital-gains distribution. INSET: How to Pare Taxes on Stock Gains..

The article looks at the mutual fund industry in the United States as of February 1, 1958. The author discusses funds based in Canada but owned by U.S. citizens such as Scudder Fund of Canada, Keystone Fund of Canada, and United Funds of Canada. Other topics include tax privileges of U.S. mutual funds, distribution of capital gains, and a comparison between the performance of stock funds and balanced funds.

The article discusses mutual funds that are composed of tax exempt government bonds. Such a fund had previously been impossible under the Investment Company Act of 1940 which required that securities made of tax exempt bonds still be taxed. An interview with S. L. Sholley of Keystone Custodian Funds.

The article discusses U.S. mutual funds as of January 15, 1956. The author focuses on market forecasts of mutual funds' managers, including Joseph M. Fitzsimmons, president of Investors Mutual Inc., A. Moyer Kulp, Vice President of Wellington Fund, and Maurice T. Freeman, president of Loomis-Sayles. Also mentioned are Ferdinand Eberstadt, Chairman of mutual fund Chemical Fund, and mutual fund management fees.

The article discusses the growing popularity of real estate investment trusts (REIT) as of October 1971. Defined as a form of tax free mutual fund which invests in real estate, it cites an analyst who claims they could be a 12.8 billion dollar business by 1980. Those who will reportedly launch their own REITS in the upcoming months include the First National Bank of Chicago, Brooks, Harvey & Company, and Lazard, Freres & Company. The Bank of America, Chase Manhattan Bank and Connecticut General Life Incurance Company already launched theirs in 1969.

The article discusses tax rates on mutual fund distributions. Advice on purchasing or selling mutual funds at the end of the year is presented. Long and short term gains from mutual funds are discussed. The article also presents advice regarding which funds are likely to post big distributions.

Offers advice to investors in the United States on how to choose mutual funds based on tax efficiency. Suggestion to focus on pretax and aftertax returns; How White Oak Growth Stock Fund keeps taxes low by investing in stocks long-term; How the addition of assets to a fund further lessens its tax liability.

Discusses the advantages of investing in a tax-efficient mutual fund as of April 1998. How capital-gains taxes can erode large chunks of profit; Tactics for keeping the tax bill low; Focus on the best and worst performing funds when taxes are concerned; Financial data; Analysis.

Cautions that the IRS could take a big bite of any profits an exiting investor racks up when shedding mutual funds that are tied to a stock-market index. Reference to index funds by AMG Data Services; What shareholders in a fund tied to the S&P should watch for.

The article discusses U.S. mutual funds as of September 15, 1975. The author focuses on the sales commissions of mutual fund managers, money market funds, and mutual funds Dreyfus Corp., and Fidelity Management & Research. Also mentioned is mutual fund Babson Fund and its manager David L. Babson, inflation, and growth stocks.

The article offers instructions for taxpayers in the U.S. on how to determine whether the new tax law affects their mutual funds.

Reports that clever Wall Street investors are exploiting narrow exceptions to the law that declared exchange funds were considered sales, which means taxes are immediately due. The use of exchange funds to differ taxes; Congress' ending of this practice; Goldman, Sachs & Co. and Morgan Stanley having exchange funds; Details of how exchange funds work; How these large investors exploit loopholes in the law.

Presents advice from `Forbes' columnist Ben Weberman on how to pick a high-yield tax-free bond fund. Risks; Basic problems; Look for fund that place some emphasis on quality even though their objective is high yield; The large number of high-yield bond mutual funds that exist; Differing characteristics that must be measured by investors; Gives an example of trading profit potential without dipping into the junk category; More.

Provides a short list of money market funds. Finding a good one is simple; Lowest expenses; Highest yield.

Offers tax advice regarding mutual funds' distributed capital gains to United States investors. Explanation of gains from stock turnover, rather than returns; Comparison of 1998 to 1987; Unrealized gains; Advantage of index funds and Standard & Poors Depositary Receipts (SPDRs); Other advice on distributions.

The article discusses U.S. offshore funds as of November 7, 1983. The author focuses on offshore fund Worldwide Special Fund N.V., and offshore mutual funds legislation which requires that the majority of stockholders are not U.S. citizens in order to pay no taxes. Also commented on is the exclusiveness of investing in offshore funds opportunities for U.S. citizens. Offshore funds also do not avoid taxation if they are registered with the Securities & Exchange Commission (SEC).

A letter to the editor in response to the article "The Company Fund" in the September 15, 1973 issue is presented.

The article presents an update related to the securities industry in the U.S. as of January 1961, including one about a new approach to so-called centennial mutual funds being taken into consideration by the Internal Revenue Service (IRS), another on secondary offering of shares in Random House Inc. and finally, on the decline in the price of stocks of Fairchild Camera & Instrument Corp.

Focuses on several misconceptions about the tax treatment of variable annuities (VA) and mutual funds. Myth of investing; Average turnover ratio of equity funds; How mutual funds expose investors to hidden income tax expenses; Benefits received from VA than from mutual funds; Advantage of VA over mutual fund in terms of estate tax.

Discusses the tax planning aspects encountered when selling a mutual fund investments in the United States. Law on mutual funds; Basis valuation methods in selling mutual fund investment; Prices of mutual fund investment.

Gives pointers on how to analyze a mutual fund's tax-efficiency. Turnovers, unrealized capital gains, mutual-fund dividends as indicators of tax-efficiency; Analyses of companies' index fund policies; Buying tax-efficient funds as one way of reducing state and federal capital gains taxes. INSET: How crucial is `tax efficiency' in mutual funds?..

The article focuses on some possible changes in the U.S. income tax laws starting in 2013. Political observers forecast that higher-income taxpayers will be asked to pay more, either through higher tax rates or more limited deductions, under the traditional strategy of income-shifting. It further suggests how people can make savings for future by reducing modified adjusted gross income (MAGI) under the threshold amount, reducing investment income, and using tax-aware mutual funds.

The article focuses on the taxation of exchange traded notes (ETNs) in the U.S. It cites that ETNs should be treated as a prepaid forward contract in which the change in the value is taxed only upon sale or redemption and at that time as capital gain or loss. It compares the ownership and tax treatment of ETN with exchange traded funds (ETFs) structured as regulated investment companies (RICs). The Internal Revenue Service (IRS) ruled that a foreign-currency-based prepaid forward contract is taxed as debt for tax purposes under the Revised Rule 2008-1.

Discusses the tax rules on real estate investment trust (REIT) in the United States. Changes made on REIT taxation rules; Information in the Real Estate Investment Act of 1960; Purpose of REIT regulation; How can an entity qualify for REIT.