Talk of The Villages Florida - View Single Post - Global markets, your investment thoughts
View Single Post
 
Old 06-12-2025, 11:52 AM
kingofbeer kingofbeer is offline
Senior Member
Join Date: May 2022
Posts: 308
Thanks: 4
Thanked 153 Times in 96 Posts
Default

Quote:
Originally Posted by RoboVil View Post
I have had some pretty nasty tax surprises with mutual funds. You don't get tax surprises with ETFs
Agreed. Mutual funds in taxable accounts will create taxable events. In some cases, the funds have lost you money, but do report capital gains and distributions which will create taxable event.