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How is your portfolio being managed with embedded gains? Do you have control of your cost bases? If you own open-ended mutual funds, you could get a tax bill even with your investments being down!
The post 12-10-22 If You Own Open End mutual Funds…You Could Get an Unexpected Tax Bill appeared first on Dupree Financial.
By Tom Dupree4.1
1414 ratings
How is your portfolio being managed with embedded gains? Do you have control of your cost bases? If you own open-ended mutual funds, you could get a tax bill even with your investments being down!
The post 12-10-22 If You Own Open End mutual Funds…You Could Get an Unexpected Tax Bill appeared first on Dupree Financial.

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