As FY25 nears its end, investors must navigate key tax changes in mutual funds. Equity fund STCG rises to 20%, LTCG to 12.5%.
On the other hand, because of their mixed security portfolios, municipal bond ETFs are exempt from federal income tax, but ...
And RIAs are becoming increasingly focused on ETFs, frequently pivoting from mutual funds, amid lower fees, tax advantages, ...
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