Time for Your Annual Financial Check-up (PDF) Once a year, it's wise to review your financial records and make any changes or adjustments based on your current situation. | Capital Gain Distribution Estimates Throughout the year,...
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Time for Your Annual Financial Check-up (PDF) Once a year, it's wise to review your financial records and make any changes or adjustments based on your current situation. | Capital Gain Distribution Estimates Throughout the year, mutual funds realize gains and losses from selling securities in their portfolios. Tax laws require mutual funds to distribute the net gains from these sales to shareholders by year-end.
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