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Posts Tagged ‘capital gains’

I’ve got a Vanguard mutual fund in a non-retirement account. I’ve had it about 3 years now. I’d like to move it to a Roth IRA account, but I do not want this to be a taxable event. Is there any way I can do that? Or must I sell them, pay capital gains on the earnings, and then use that money to invest in a Roth IRA.

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Technorati Tags: 3 years, capital gains, earnings, money, retirement account, roth ira account, vanguard mutual fund

index funds tend to have very low if any capital gains payouts. this offers tax advantages, but does this charachteristic make them less attractive for IRA/retirement saving?

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Technorati Tags: capital gains, index funds, ira retirement

I have been with a stock mutual fund for 20 years and for the last 3 years capital gains are increasing to the point where this year they reflected a third of the total value of the fund. This is killing me in terms of tax penalties and liabilities. Why would this happen and what does this tell you aboutr the fund?

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Technorati Tags: 3 years, capital gains, liabilities, mutual fund, stock, tax penalties, total value

I own some shares of a mutual fund. Will I be taxed in the coming years on the capital gains and dividends, even if I reinvest them and do not sell any shares?
And in what way will I be taxed?

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Technorati Tags: capital gains, dividends, mutual fund

I just sold 25 shares of a stock about 15 days ago. There are realized capital gains on that sale. Now the price for the stock is lower and I am thinking of rebuying 25 shares of the same stock. Would I still have to pay the capital gains for that first sale?

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Technorati Tags: capital gains, stock

If mutual funds use most of the capital gains and dividends of their portfolios to make distributions to investors, why does the fund’s net asset value (NAV) increase over time? It seems that distributing these gains would cause the NAV to remain steady, or to decrease.

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Technorati Tags: asset value, capital gains, distributions, dividends, investors, mutual funds, portfolios