Taxes

Losses can be profitable … if you know how to “harvest” those losses to maximum effect. Most investors don’t do so correctly, and Vanguard, among others, is pushing an automated strategy to correct for it. I think caution is warranted. What got me thinking about this was an article Vanguard

Hello IVA Members. Earlier this week I detailed which Vanguard mutual funds are expected to distribute capital gains and when. But in the past, we’ve recommended a few non-Vanguard mutual funds as replacements for Vanguard funds that close to new investors. How much and when are those non-Vanguard funds

Capital gains distribution season is fast approaching, and some Vanguard shareholders are going to be finding big lumps of taxable coal in their stockings. Every December, Vanguard, like all its mutual fund industry competitors, pays out interest, income and capital gains that have accumulated over the year. This isn’t

In a broad bear market, a handful of Vanguard funds are set to hand shareholders a big tax bill in December—talk about adding insult to injury. On the surface that doesn’t make a lot of sense. If stock prices are down, how are funds paying capital gains? Dig