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  • About Timpe
    • About Timpe
    • Contact Us
  • Services
    • Accounting & Tax
    • Legal Services
    • Timpe Investment Advisory Services
    • Payroll
  • Client Tools
    • Form Download
    • Secure Portal
  • Pay Online
  • Client News & Information
    • Client Update Newsletter
    • Tax & Business Newsletter
    • Tax Planning Insights
    • Tax Tips

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Tag Archives for: "tax rules selling mutual funds"
 Buying and selling mutual fund shares: Avoid these tax pitfalls
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By Gary Timpe
In Taxes
Posted October 20, 2020

Buying and selling mutual fund shares: Avoid these tax pitfalls

If you invest in mutual funds, be aware of some potential pitfalls involved in buying and selling shares. Surprise sales You may already have made taxable “sales” of part of your mutual fund [...]

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 The tax aspects of selling mutual fund shares
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By Gary Timpe
In Taxes
Posted February 11, 2020

The tax aspects of selling mutual fund shares

Perhaps you’re an investor in mutual funds or you’re interested in putting some money into them. You’re not alone. The Investment Company Institute estimates that 56.2 million households owned [...]

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