SIE: 5.3.8. Taxation Of Mutual Funds

Taken from our SIE Online Guide

5.3.8. Taxation of Mutual Funds

Mutual funds, which are essentially large pools of investments that individual investors buy a slice of, generally pay out a combination of capital gains, interest income, and dividend income each year. Here are some things to remember about mutual fund distributions:

• A mutual fund will specify how much of each type of earnings (short-term gains, long-term gains, dividends, etc.) each i

+ Read More

More SIE Info

What are people saying?

Create an Account

Since you're reading about SIE: 5.3.8. Taxation Of Mutual Funds, you might also be interested in:

Series 79 - Communicating with Potential Buyers

Series 66 - 5.2.1 ERISA (Employee Retirement Income Security Act)

Series 24 - Research Analysts

SIE - Balance of Payments

Series 65 - 8.2 The Securities Exchange Act of 1934

Series 66 - Loans During the Accumulation Phase

Series 66 - Chapter 4 Practice Questions

Series 79 - Divestiture

Series 63 - Exercise

Series 65 - Individual and Joint Accounts

Series 24 - 2.2.1.3.1. Insider Trading Penalties

Series 7 - 3.5.2.1.2. Additional Bonds Covenant

Series 7 - 3.6.3 Rule G-3—MSRB Qualification Rules

Series 65 - Exercise

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

Thank you so much Solomon Prep for helping me to be able to successfully pass all three of my exams (SIE, Series 7 and Series 66) in a relatively short period of time. The exam packages were excellent! I will continue to refer people to your amazing program!

Jessica Macci, Goldman Sachs. Albany, NY

My sincere thanks and appreciation to the team at Solomon. I've used your materials to pass the SIE and Series 6, both on the first try, and today with your help, I have passed the Series 26 exam on the first try as well! Thank you for the excellent materials and assistance!

Kristina Ribali, MWA Financial Services. Ave Maria, FL

I passed the SIE with the help of the practice exams from this course. The practice exams from this course seemed a bit needlessly difficult compared to the actual exam I took. While it prepared me well, it caused a lot of unnecessary stress. Don’t over do it on the practice exams.

Christian Heer, Merrill lynch . Los angeles, CA

Solomon's study materials and practice exam helped prepare me quickly and made me confident going into the SIE exam. I'm happy to have used their services and highly recommend their products for the SIE exam.

Kevin Ramani. Boston, MA

I passed my SIE exam the first time. Great tools and exam simulators, if you study the entire guide and take enough practice exams before your exam there's no reason why you wouldn't pass!

Rom Rabin, Los Angeles, CA

Passed SIE on the first attempt! The multi-prong study approach Solomon puts together - read, take notes, watch videos, practice tests, review - is very effective. By the time I had worked through the plan and used the reports to bolster my weak areas, I walked into the test center with high confidence. It took a lot of time and was hard work, but the test plan and materials made it possible.

Dave Stakland, Cambridge Investment Research. Fairfield, IA.

Solomon Exam Prep has moved to Pass Perfect! Contact support to move your account →

SIE: 5.3.8. Taxation Of Mutual Funds

Taken from our SIE Online Guide

5.3.8. Taxation of Mutual Funds

Since you're reading about SIE: 5.3.8. Taxation Of Mutual Funds, you might also be interested in:

Ask the Professor

Thanks for being part of the Solomon community!

All securities exam prep and IAR CE courses must now be purchased
at Pass Perfect. Go now →