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The Tax Issue

For those investors with substantial potential tax liabilities, it is important to consider doing something else now. This is a significant issue that has gained increasing attention.

Traditionally, mutual funds have not paid much attention to the tax implications of their transactions. They buy and sell as they think best, and let the chips fall where they may. They certainly fell in 2000, when investors got those large distributions just as the prices of their mutual fund shares were declining sharply. That was a truly costly lesson that should not be forgotten soon.


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