DeFreitas & Minsky Accounting Blog

What Are Mutual Fund Share Classes?

Posted by admin on Jun 3, 2014 4:00:12 AM

mutual fund share classes

Last week, we took an introductory look at mutual funds, but there’s a lot more to learn than just the basics. We briefly discussed the fees associated with some mutual funds, which are often called “sales loads.” Now that we’ve familiarized you with the overview, let’s delve a bit further into mutual fund share classes.

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Topics: Financial Planning, investment

What is a Mutual Fund?

Posted by admin on May 29, 2014 5:50:07 AM

what is a mutual fund

You have many options when it comes to how you choose to invest your money. Having to make a choice from an array of options is often incredibly difficult—just think about when you’re handed a 10-page dinner menu! I wind up stuck at the table forever trying to decide. But making decisions about your money are always important ones, and you need to have a good understanding of all of your options.

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Topics: Financial Planning, investment

The Tax Deadline for Roth IRA Contributions

Posted by admin on Mar 11, 2014 5:36:39 AM

tax deadline

As we discussed last week, the tax deadline for federal income returns is fast approaching. Unless you’re filing an extension to push your tax deadline back six months, you’ll be expected to file by April 15. Even though you can extend your federal income tax deadline, not all deadlines are flexible. The deadline to file Roth IRA contributions is a rigid one.

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Topics: Tax Laws, investment

Tax Tip: Avoiding Wash Sales

Posted by admin on Jan 21, 2014 4:04:09 AM

wash sales

After both of the severe stock market crashes that we’ve seen this century, we’ve learned some valuable lessons about how to avoid future devastation. By making smarter choices in how we invest now, and anticipating downturns that will occur in the future, we can position ourselves to benefit when the market is up, and soften the blow when the market goes down.

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Topics: Tax Laws, investment

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