Posts Tagged ‘RoC’

BMO reins in fund distributions

By Dan Hallett on March 21st, 2013

I have been writing about monthly income investment funds for nearly a dozen years, putting their distributions to the test and highlighting such funds’ mythical tax advantages.   Over the past two years, I’ve been particularly...

Borrowing to invest in high-payout funds: a numerical example

By Dan Hallett on November 17th, 2011

My last post on the perils of investing in high-payout funds with borrowed money sparked a lot of questions and a bit of confusion around the tax rules and associated risk.  In this post, then, I thought it would be helpful to run through a...

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