Month: January 2015

The ABCs of Mutual Funds, Part II

Class C funds are like Class B funds except that the back-end load is lower than found in Class B shares (typically around one percent) and is eliminated in a much shorter time, typically a year. However, their management and 12 b-1 fees are higher than those of Class A shares. C shares tend to… Read More

The ABCs of Mutual Funds, Part I

Mutual Funds that have a “load,” that is a charge associated with investing in the fund, are generally sold in three classes: A, B and C. They differ in the commission the broker is paid by the buyer for the sale, when it is paid, and the size and duration of annual fees taken by… Read More

How to Choose a Tax Preparer, Part II

Here are your remaining tips on How to Choose a Tax Preparer: Make sure the tax preparer is accessible. Questions can arise at any time. Make sure you will be able to contact the tax preparer after the return has been filed, even after the April due date. Questions can arise several years after you… Read More