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Retrieved on: 2025-03-31 17:36:55
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Summary
The article discusses how mutual fund investors can face unexpected tax liabilities from dividends and capital gains, even without selling shares. It emphasizes strategic asset location in tax-sheltered accounts like IRAs and 401(k)s to mitigate tax impact, aligning with the key concept and related tags.
Article found on: www.investopedia.com
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