Selling mutual funds? Choose the right cost basis method to manage taxes efficiently and maximize your gains. Explore strategies to prevent unexpected taxable events.

Tax-efficient mutual funds are designed specifically to reduce your tax liability as a shareholder when you file for taxes.

If you own mutual funds, year-end payouts can trigger a surprise tax bill — even when you haven't sold the underlying investment. But some lawmakers want to change that. Sen. John Cornyn, R-Texas, ...

When mutual fund managers make trades within a fund, even if individual investors never sell a single share, investors are often hit with surprise capital gains taxes. That means they’re taxed on ...

Navigating capital gains tax can be complex, but knowing the applicable tax rates and thresholds can help you plan your ...

Ahead of Budget 2026, AMFI has proposed a series of tax and operational reforms to restore efficiency in mutual fund ...