Every year I am seeing that my mutual funds have a higher percentage of payouts at year's end for short-term and long-term gains. Historically, this trend was negligible and not noteworthy, but now, it is becoming a problem with some of the funds. The good news is that it is in the retirement account, so I am not getting hit with a tax bill. The bad news is that excessive sell offs over time signal that the fund could end up selling good assets to pay off excessive redemptions instead of having new buyers assume those assets to avoid a selloff. So what I am asking is, should I start to move my assets from mutual funds to ETFs that have far less frequent gains distributions paid out? If so, do I do it before or after this year's gains are paid out (in theory, it should be the same NAV to me, and I don't have a tax issue). Thoughts?
Great breakdown Alice. I think the previous comment saying beautiful multiple times was beating around the bush. I think he meant to say you are beautiful cause heck yeah you are. Thanks for the info and the eye candy! ❤
Thanks Alice for this information content. Love how you explained the differences with examples.
Excellent summary of the different types of funds. Great job!!
Thanks for another great video
Wow Beautiful information to our beautifully Universe,.. Thank you so big Sister
Thank you love ❤️ can I buy all them dear?
Every year I am seeing that my mutual funds have a higher percentage of payouts at year's end for short-term and long-term gains. Historically, this trend was negligible and not noteworthy, but now, it is becoming a problem with some of the funds. The good news is that it is in the retirement account, so I am not getting hit with a tax bill. The bad news is that excessive sell offs over time signal that the fund could end up selling good assets to pay off excessive redemptions instead of having new buyers assume those assets to avoid a selloff. So what I am asking is, should I start to move my assets from mutual funds to ETFs that have far less frequent gains distributions paid out? If so, do I do it before or after this year's gains are paid out (in theory, it should be the same NAV to me, and I don't have a tax issue). Thoughts?
Great breakdown Alice. I think the previous comment saying beautiful multiple times was beating around the bush. I think he meant to say you are beautiful cause heck yeah you are. Thanks for the info and the eye candy! ❤
Thank you love ❤️ can I buy all them dear?
Thank you love ❤️ can I buy all them dear?
Thank you love ❤️ can I buy all them dear?
Thank you love ❤️ can I buy all them dear?
Thank you love ❤️ can I buy all them dear?