Message Font: Serif | Sans-Serif
No. of Recommendations: 0
I still have one or two mutual funds which I would like to sell and begin managing the funds myself. The funds have appreciated significantly over the years. I know the rule of thumb that says not to buy funds just prior to earnings disbursements at the end of the year, but is there a rule of thumb about the best time to sell?

Also, if I'll be in a higher tax bracket this year than next year, does this change the situation?


Print the post  


In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
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.
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.