Eric J. Pan President and CEO, Investment Company Institute September 21, 2021 Watch the video here. As prepared for delivery. Thank you, Jon Davis, for the warm welcome and for your service to ICI as chair of the Institute’s Tax Committee for the past five years. My thanks as well to...
Frequently Asked Questions About Taxation for Mutual Fund Investors Taxes are a key consideration for all investors, including mutual fund shareholders. This page answers a few basic questions about how mutual fund investors are taxed. These FAQs are not intended to provide tax advice...
Financial Transaction Tax Costs By Paul Schott Stevens (As published in InvestmentNews , November 11, 2019) Dear editor, Your story “Elizabeth Warren Healthcare Plan Sparks Outcry over 401(k) Tax Hike” accurately exposes a financial transaction tax (FTT) as a burden on retirement and...
Letter to the Editor: A Tax That Would Only Harm (As published in the Washington Post on June 10, 2015) Harold Meyerson was correct when he said in his June 5 op-ed column, “ A Sister Souljah moment,” that the idea of a financial transaction tax is nothing new. But he was wrong to...
