How mutual fund income is taxed

Learn how distributions are taxed and what structures you can use to keep more of your money

Matthew Elder 2 December, 2019 | 1:35AM

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Mutual funds are designed to provide a more economical and simplified way of investing for those who prefer not to wrestle with the intricacies of choosing individual securities and monitoring their performance in order to achieve a well balanced, diversified portfolio.

As long as you find value in the management fees, you can let professionals manage your portfolio. However, taking the fund route isn’t entirely without its complications, thanks to the taxation of income earned within your fund investments.

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Matthew Elder  

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