Taxing matters

How to shield your returns from Uncle Sam

performers, so experts advise investors to exercise caution in making their selections.

Evaluate the quality of these vehicles as you would traditional mutual funds: the fund’s track record; the stocks in its portfolio; and the experience and investment style of the manager. “Tax efficiency is important, but investment performance should always be No. 1 for taxable investment accounts,” says Edward D. Fullbright, a CPA based in Durham, North Carolina.

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