Planning mutual fund capital gains early helps investors reduce tax and avoid last-minute financial year-end stress.

If you own mutual funds, year-end payouts can trigger a surprise tax bill — even when you haven't sold the underlying investment. But some lawmakers want to change that. Sen. John Cornyn, R-Texas, ...

In FY 2024-25 (AY 2025-26), there were changes in the capital gain tax regime affecting almost all asset classes. The new capital gains rule will impact the non-residents who have invested in Indian ...

A short-term government bond fund is a mutual fund that is limited by its investment objectives and fund bylaws to invest primarily in short-term obligations of the federal government or its agencies.

When advisors make changes to a client's portfolio, they can inadvertently trigger a tax event and it’s a common occurrence according to Erik Preus, group head of investment solutions at Envestnet.

A short-term government bond fund is a mutual fund that is limited by its investment objectives and fund bylaws to invest primarily in short-term obligations of the federal government or its agencies.