Tax Planning & Mutual Funds

In an effort to make your tax bill less scary than usual, this October we are focusing our blogs on tax planning. This blog specifically focuses on Mutual Fundsmutual fund tax planning.

But aren’t my mutual funds investments that I shouldn’t worry about or touch?? (We can actually hear you thinking that.) The quick answer is: yes, they are investments, but you may want to verify their tax impact.

Read this quick piece by Ameriprise representative Michael Gluski for more information. And then contact us to find out if your taxes may be impacted by your mutual funds.

Remember: the only thing that should be scary this tax season is your throwback Thursday pics of this Halloween! 😉


Leave a Reply