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Marut is 4 3 years old and asks you, hismutual fund advisor, how can he achieve tax minimization and preserve safety of capital at the
Marut is years old and asks you, hismutual fund advisor, how can he achieve tax minimization and preserve safety of capital at the same time. What is the best advice you can give?
Both can be achieved by investing in sector funds.
Both can be achieved by investing in mortgage funds.
Its difficult to achieve both safety of capital and tax minimization at the same time. Safety investments are things like T Bills and GICS's which pay interest income which is taxed much higher than dividends and capital gains.
Its difficult to achieve both safety of capital and tax minimization at the same time, but a dividend fund can ach eve both.
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