Tagged Questions
8
votes
2answers
209 views
Growth of unrealized gains in tax-managed index funds
Tax-managed index funds defer capital-gains distributions by, among other things, offsetting capital gains with losses and deviating from their underlying indexes to avoid having to sell appreciated ...
3
votes
0answers
71 views
Foreign tax credit carryover w/o having filed previously?
I owned VGTSX for years now but only in year 2011 was it a requirement for me to file taxes.
Can I claim foreign tax credit carryovers for past years even though I didn't file taxes during those ...
1
vote
1answer
86 views
US or UK based ETF Index funds for UK investor?
I would like to invest in ETF Index funds.
Vanguard funds have cheapest MER, around 0.2% and it was my initial choice, but then I've learned about some tax complications which I still don't ...
6
votes
2answers
225 views
Stocks vs. High-yield Bonds: Risk-Reward, Taxes?
Assuming one is looking for a fairly high-risk, high-reward investment, what are the advantages and disadvantages of a diversified stock portfolio (e.g. an S&P 500 index fund) vs. a diversifed ...
