Sentences with phrase «sitting in a taxable investment account»

Not exact matches

If you're sitting on unrealized capital losses in investments in taxable accounts, you may want to consider selling shares before the end of the year to realize the loss and apply it against realized capital gains in other investments (including mutual funds, which are expected to make sizable distributions this year).

Since I tend to put my high yield investments in a self - directed IRA and trade growth stocks in my taxable account, it's optimal timing to set one up, but a few holders for the long - term and let»em sit while dividends pile up and you reinvest the proceeds tax - free!