capital gains

How higher capital gains tax impacts your investments and planning

PrimeInvestor Research Team / Taxes, Categories / August 14, 2024

The recent changes to capital gains tax may seem simpler on the surface, but their impact on your investment goals can be far-reaching. When tax rates rise for existing investments, you’re faced with three potential outcomes: While reaching your goal was never guaranteed due to market fluctuations, higher taxes introduce an additional layer of uncertainty. […]

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Tax changes in mutual funds: How to manage your investments now

PrimeInvestor Research Team / Mutual funds & ETFs, Categories, Commentary, Strategies, Taxes / March 27, 2023

Changes in tax rules at the end of a financial year is not something that you routinely expect. And not when it is a sweeping change on taxation in your mutual fund! In this article, we are going to discuss the tax changes in mutual funds in 4 parts:
One, the changes effective April 1, 2023 and the categories impacted
The tax impact for you and what you can do to plan better
What should you do with your existing investments?
How should you plan your fresh investments?

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capital gains

How higher capital gains tax impacts your investments and planning

Tax changes in mutual funds: How to manage your investments now

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