I've got money to invest in a taxable account and I've been trying to understand tax efficiency.
So far I think these issues are relevant:
1. price of the share
2. dividend distribution history
3. fund's history of qualified vs unqualified
4. timing when I buy compared to when dividends are distributed
5. capital gains history
Is there any easy way to compare funds for tax efficiency? Preferably some site that scores them and keeps it up-to-date and says how close we are to a dividend date?
Is there a tool that somehow helps?
So far I think these issues are relevant:
1. price of the share
2. dividend distribution history
3. fund's history of qualified vs unqualified
4. timing when I buy compared to when dividends are distributed
5. capital gains history
Is there any easy way to compare funds for tax efficiency? Preferably some site that scores them and keeps it up-to-date and says how close we are to a dividend date?
Is there a tool that somehow helps?