UnThreaded | Threaded | Whole Thread (4) | Ignore Thread Prev | Next
Author: rkmacdonald Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76908  
Subject: Re: distributions and IRA Date: 12/3/2004 2:30 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 0
activeREinvestor wrote:
It was advised not to buy mutual funds in December due to the distributions and taxes. Is this a concern if they are purchased in an IRA account?

Is it likely that enough people are influenced by such advice so that the market is distorted when it comes to MF share values? Is there a noticeable dip in new investments into MF in Dec or a spike in Jan?

I am aware of the distribution and tax issues. Just curious if enough people adjust their buying habits or if the automatic purchases drowned out any timing.

This is one of the reasons given for what is called the 'January Effect'. There is some evidence that this effect is real, but I think most professionals will say that even if it is real, it is probably too small to take advantage of.

Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (4) | Ignore Thread Prev | Next


The Retire Early Home Page
Discussion on accelerating retirement day.
Foolanthropy 2014!
By working with young, first-time moms, Nurse-Family Partnership is able to truly change lives – for generations to come.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.