Course 302: Building Your Mutual Fund Portfolio
Consider Your Tax Situation
In this course
1 Introduction
2 Define Your Objectives and Priorities
3 Develop a Core
4 Limit How Much You Put Outside the Core
5 Don't Worry about an Optimal Number of Funds
6 Consider Your Tax Situation

Are you investing in a tax-deferred account, such as an IRA or a 401(k)? If not, recognize that you'll be paying taxes on any income and realized gains from your funds. And remember, funds can be tax nightmares. So if you are investing in a taxable account, look for funds (particularly tax-managed funds) that generate strong aftertax results.

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