Taxes

Retirement Taxes

Why are some mutual funds more tax efficient than others?

Some categories of mutual funds are relatively better for individual investors in terms of taxes because of the current tax codes. The dividends you may receive for bond funds may be taxed at a higher rate than dividends from equities, yet municipal bond funds may be exempt from federal and/or state taxes, depending on the holdings within the portfolio.



Close

This is a web preview of the "The Handy Investing Answer Book" app. Many features only work on your mobile device. If you like what you see, we hope you will consider buying. Get the App