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WebApr 11, 2024 · When you sell a stock or mutual fund inside a taxable account, your investment gains will be taxed at either 0%, 15% or 20% based on your income. ... Dividend rate. If an investment pays a higher dividend (2%), it will carry a larger annual tax liability and may benefit from remaining in a Roth account. If the investment pays a low dividend … WebJul 14, 2024 · Mutual fund yield is a measure of the income return of a mutual fund . It is calculated by dividing the annual dividend income distribution payment by the value of a mutual fund’s shares. Mutual ... greenline feral cat
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