Moolanomy
Personal Finance. Investing. Wealth Building.

Posts Tagged ‘tax-efficient’

Mutual Fund Double Whammy

I just got hammered by a mutual fund double whammy. Since I bought my SSgA Tuckerman Active REIT (SSREX), it lost nearly 6%, then the fund distributed $2.9418 per share last Friday. The end result? The fund is now down almost 20% and I will have to pay capital gains tax on [...]

Important Notice

I am NOT a financial professional and no content within this website should be considered financial advice. Please consult a certified financial expert before attempting any of the ideas described in this website. Please read the Disclaimer for more information.