Taxes and fees will make Swiss cheese out of the best laid investing plans. To a certain extent, paying taxes is inevitable, but you can control fees. Use this work sheet to compare the fees in prospective investments. Check out your fund's prospectus to get this information and find out which will be the lowest cost.Download PDFFund 1Fund 2Fund 3Fund nameFront-end load (Sales charge)Back-end load (Contingent deferred sales charge)Account maintenancePurchase feeExchange feeRedemption fee12b-1 feeOther expensesTotal annual fund operating expenses (expense ratio)View worksheet archive« Back to the Financial Tuneup table of contents advertisementRelated Links:The end of bank secrecy?The skinny on penny stocksDividend reinvesting to boost returnsRelated Articles:6 experts' money blundersTough year for dividendsQ&A with 50 Cent
Taxes and fees will make Swiss cheese out of the best laid investing plans. To a certain extent, paying taxes is inevitable, but you can control fees. Use this work sheet to compare the fees in prospective investments. Check out your fund's prospectus to get this information and find out which will be the lowest cost.
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