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Tax dodge

  • Writer: Pokey
    Pokey
  • May 3, 2019
  • 1 min read

A tax rule lays out that a fund can avoid recognizing taxable gains on an appreciated stock if the shares are used to pay off a withdrawing investor. The rule applies to both ETFs and mutual funds, but mutual funds rarely take advantage of it because their investors almost always want cash.



 
 
 

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