Tax-Efficient Fund financial definition of Tax-Efficient Fund. Tax-Efficient Fund finance term by the Free Online Dictionary.

Tax-Efficient Fund

A mutual fund that invests in securities thought to give fund shareholders the least possible tax liability. Common securities in which a tax-efficient fund invests are municipal bonds, which are usually tax-free, and non-dividend paying stocks, which reduce a shareholder's capital gains tax liability. Tax-efficient funds often retain stocks in which they invest, as stocks held for more than a year are taxed at a lower capital gains rate. They are often thought of as an alternative to tax-deferred investment vehicles, such as 401(k)s and IRAs.

tax-efficient fund

A mutual fund that manages its investment portfolio so as to minimize the tax liability of its shareholders. A tax-efficient fund attempts to minimize capital gains distributions by reducing portfolio turnover and to minimize dividend payments to shareholders by concentrating on investments in companies with low dividend payouts.

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Tax-Efficient Funds Tax-Exempt Interest	Tax-efficient funds aim to minimize the distributions that are made to shareholders, thereby limiting the amount of income that must be declared. Avoiding the tax man: be sure to assess the tax implications of your ... by Egodigwe, Laura / Black Enterprise Tax-efficient funds: Tax-efficient funds (such as index funds) are excellent long-term savings vehicles due to their low turnover, which reduces capital gains distributed over the investment's life. The funding dilemma: retirement or college? by DeCandido, Frank J. / The Tax Adviser Appropriate solutions for HNW individuals and small-business clients will be driven by asset allocation, risk management, consolidated statements and some alternative investment classes such as real estate and tax-efficient funds. Executive profile: Jeffrey A. Montgomery, chairman and CEO, NFP ... by Journal of Accountancy	Tax Schedule Tax Schedules Tax Selling tax shelter Tax Shield Tax Software Tax Status Election tax stop Tax Straddle Tax Swap Tax Table Tax Treaty Tax Umbrella Tax Value tax year Tax-Appraised Value Tax-Deductible Tax-Deductible Interest Tax-Deferred Account Tax-Deferred Annuity Tax-Deferred Contribution tax-deferred exchange Tax-Deferred Income Tax-Deferred Retirement Plan Tax-Deferred Retirement Plans Tax-Efficient Fund Tax-Efficient Funds Tax-Equivalent Income Tax-Equivalent Yield Tax-Exempt Bond Tax-Exempt Commercial Paper Tax-Exempt Income Tax-Exempt Income Fund Tax-Exempt Interest Tax-Exempt Money Market Fund Tax-Exempt Property Tax-Exempt Sector Tax-Exempt Security tax-free exchange Tax-Free Income Tax-Free Investment Tax-Loss Selling Tax-Managed Mutual Fund Tax-neutrality Tax-Sheltered Annuity Tax-Sheltered Income Tax-Timing Option Taxa de cambio Taxa de cambio de equilibrio Taxa de cambio efetiva Taxa de inflacao	tax- Tax-Adjusted Market Risk Premium Tax-advantaged Tax-advantaged tax-and-spend Tax-Appraised Value Tax-Appraised Values Tax-Benefit Microsimulation Model for Germany Tax-cut tax-deductible tax-deductible tax-deductible tax-deductible tax-deductible Tax-Deductible Interest tax-deferred tax-deferred Tax-Deferred Account Tax-Deferred Accounts Tax-Deferred Annuities tax-deferred annuity tax-deferred annuity Tax-Deferred Contribution Tax-Deferred Contributions tax-deferred exchange Tax-deferred income Tax-deferred income Tax-Deferred Incomes Tax-Deferred Retirement Plan Tax-deferred retirement plans Tax-Efficient Fund Tax-efficient funds Tax-Equivalent Income Tax-Equivalent Incomes Tax-equivalent yield Tax-Equivalent Yields Tax-exclusive Tax-exclusive Tax-exclusive Tax-exclusive tax-exempt tax-exempt tax-exempt Tax-exempt bond Tax-Exempt Bonds Tax-Exempt Capital Accumulator bonds Tax-Exempt Capital Markets Tax-Exempt Commercial Paper Tax-Exempt Commercial Paper Tax-Exempt Fuel Users Tax-Exempt Fund of California Tax-Exempt Governmental Entity Tax-exempt income Tax-exempt income fund Tax-Exempt Income Funds Tax-Exempt Incomes Tax-Exempt Interest Tax-exempt money market fund Tax-Exempt Money Market Funds Tax-exempt organization Tax-exempt organization

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Tax-Efficient Funds
Tax-Exempt Interest

Tax-efficient funds aim to minimize the distributions that are made to shareholders, thereby limiting the amount of income that must be declared.

Avoiding the tax man: be sure to assess the tax implications of your ... by Egodigwe, Laura / Black Enterprise

Tax-efficient funds: Tax-efficient funds (such as index funds) are excellent long-term savings vehicles due to their low turnover, which reduces capital gains distributed over the investment's life.

The funding dilemma: retirement or college? by DeCandido, Frank J. / The Tax Adviser

Appropriate solutions for HNW individuals and small-business clients will be driven by asset allocation, risk management, consolidated statements and some alternative investment classes such as real estate and tax-efficient funds.

Executive profile: Jeffrey A. Montgomery, chairman and CEO, NFP ... by Journal of Accountancy