Adelaida Diaz-Roa

27%
Flag icon
Another common problem has to do with how long actively managed funds hold their investments. Most are trading constantly. They sell many of their investments in less than a year. That means you no longer benefit from the lower capital gains tax rate. So regardless of how long you hold the fund, you’ll be taxed at your higher ordinary income tax rate.
Unshakeable: Your Financial Freedom Playbook
Rate this book
Clear rating
Open Preview