Vernoia, Enterline + Brewer, CPA LLC

Posts tagged ‘mutual funds’

Taxable vs. Tax-advantaged: Where to Hold Investments


When investing for retirement or other long-term goals, people usually prefer tax-advantaged accounts, such as IRAs, 401(k)s or 403(b)s. Certain assets are well suited to these accounts, but it may make more sense to hold other investments in traditional taxable accounts. (more…)

Handle With Care: Mutual Funds and Taxes

Many people overlook taxes when planning their mutual fund investments. But you’ve got to handle these valuable assets with care. Here are some tips to consider. (more…)