Though assets continue to flow out of mutual funds into more tax-efficient vehicles, the threat of capital gains taxes may be keeping trillions of dollars locked in limbo, a new study found.
Some investors are considering "tax gain harvesting" before year-end, which is strategically selling profitable brokerage account assets during lower income years. The 0% capital gains bracket applies ...
A broad coalition of financial industry groups is urging Congress to move on bipartisan legislation that would let mutual fund investors delay paying taxes on automatically reinvested capital gains ...