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How to Calculate Your Funds’ Capital Gains

I’ve written before about Mark Wilson’s Capital Gains Valet (  The site helps your annual tax planning by giving you advance notice of expected short term and long-term gains distributions from the funds at 250 different fund families, plus the distribution dates of record, all taken directly from each fund company’s website and consolidated in one place.  There’s also a handy “doghouse list” which compiles a running updated list of funds that are expecting distributions of 10% or more (currently 60), above 20% (four) and above 30% (one so far). 

The site also contains articles that discuss different capital gains trading strategies that this distribution information applies to.

Cost?  Just $45, and readers of this publication can get a $10 discount with the coupon code: veres10.