How are mutual funds taxed?
Mutual fund taxes can be complicated. Here’s what you need to know.
3 min read
Aug 04, 2022
About the author
Bankrate reporter Brian Baker covers investing and retirement. He has previous experience as an industry analyst at an investment firm. Baker is passionate about helping people make sense of complicated financial topics so that they can plan for their financial futures.
Expertise
Investing, behavioral finance, stock analysis and valuation
Experience
Brian is a financial analyst with prior experience in research at a valuation-based investment firm. He has also reported on regulatory issues surrounding mergers and acquisitions, antitrust and trade.
Education
Baker has a bachelor’s degree in finance from Michigan State University and a master’s degree in journalism from Northwestern University.
Brian's latest articles
-
-
8 important financial ratios to know when analyzing a stock
Analyzing a stock? Here are eight financial ratios to help you know whether it’s a good time to buy or not.
5 min read Aug 01, 2022 -
How to trade mutual funds
What to know before buying or selling mutual funds.
5 min read Aug 01, 2022 -
8 biggest risks of fixed-income investing
Think bonds are risk-free? Think again. Here are the major risks with fixed-income investing.
4 min read Jul 28, 2022 -
Single-stock ETFs: What to know about these risky new funds
Make sure you understand these risks before jumping into single-stock ETFs.
2 min read Jul 27, 2022 -
6 tips for diversifying your investment portfolio
Not sure if your investment portfolio is diversified enough? Here are six tips to help you change that.
5 min read Jul 26, 2022 -
World’s most valuable technology companies in 2022
These 10 tech companies are the most valuable in the world.
7 min read Jul 25, 2022 -
How to invest in the solar industry
The solar industry may be attractive to investors, but understand the risks before investing.
5 min read Jul 19, 2022 -
Buying on margin: Here’s what that means and how it works
Thinking about borrowing money to buy stocks? Here’s what you should know about buying on margin.
4 min read Jul 15, 2022 -
Best municipal bond funds
Consider adding these municipal bond funds to your portfolio.
4 min read Jul 14, 2022 -
The S&P 500 is in a bear market: How much lower could it go?
The S&P 500 is in a bear market. Here’s how long it might last.
4 min read Jul 12, 2022 -
What is Safemoon and how does it work?
This crypto charging sellers a 10 percent fee, here’s why.
2 min read Jul 07, 2022 -
Investing in esports in 2022
Is the esports industry poised for further growth? Here’s what you should know before investing.
5 min read Jul 07, 2022 -
What is the Roth IRA 5-year rule?
The five-year rule to get tax-free earnings out of a Roth IRA can be tricky. We explain.
5 min read Jun 30, 2022 -
Survey: Best ways to invest $10,000 today, according to experts
In a new survey, market experts share where they’d have clients invest $10,000 right now.
4 min read Jun 29, 2022
-
What is alpha in investing?
What investors should know about alpha and how it is generated.
3 min read Sep 06, 2022 -
What is a hostile takeover?
Everything investors should know about hostile takeovers and how companies defend against them.
4 min read Sep 01, 2022 -
Portfolio line of credit: Is borrowing against your investments a good idea?
How borrowing against your portfolio can get you a cheap loan.
4 min read Jun 14, 2022