As we head into the final weeks of 2014, are you and your clients prepared for the capital gain that many mutual funds are likely to pay out before year-end? Even with the equity volatility we saw in October, U.S. stocks (represented by the Russell 3000 Index) were up 12.7% for the year through Dec. 4, 2014 and up a cumulative 110% over the last 5 years ended Dec. 4, 2014. As it has done in the past, this type of market appreciation has created a sizable tax bill for many mutual funds in 2014.

HISTORICAL MARKET RETURNS & DISTRIBUTIONS

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