Talk:Timing of transactions to reduce taxes

Reader feedback: I was looking for informatio...
24.241.207.51 posted this comment on 1 July 2014 (view all feedback).

"I was looking for information on timing of mutual fund purchase to avoid non-qualified dividends. I.e., should I purchase the fund atleast 61 days before the last distribution of the year, atleast 61 days before any distribution, or not concern myself with this? Another way to say it: I now have a better understanding of the pro's/con's of waiting until after a distribution to purchase shares, but I don't know at what point into the next quarter it's worthwhile to begin waiting for the next distribution. To meet the 61-day holding requirement necessary for qualified dividends, it seems that one should only make a substantial purchase in the first 20 or 30 days of a quarter."

In Qualified dividend, the referenced article defines the 61 day holding period: Fidelity: Qualified Dividends. Waiting for the next quarter may constitute investing advice, I'm not sure this suggestion is appropriate for the wiki (advice is best given in the forum, which will address the investor's situation directly).

LadyGeek 15:58, 1 July 2014 (CDT)